Guided Hub 4+

Baldwin Risk Partners, LLC

Designed for iPad

    • 5.0 • 6 Ratings
    • Free

Screenshots

Description

Feature List:

- Securely upload applications
- Use your camera to take pictures of the application
- Input only minimal customer and policy detail
- Get instant feedback showing that we have received your applications
- Search your customers applications
- Track the progress of an application while it progresses to the carrier
- View prior enrollments
- View carrier contracts held through Guided Solutions
- Initiate and complete Scope of Appointment forms

Disclaimer:

The Guided Hub app is free for agents contracted with Guided Solutions and only requires
an active account for our Guided Hub (https://hub.guidedsolutions.com).

What’s New

Version 3.1.0

- Added links to additional functions on the Guided Hub web app.
- Renamed the app to "Guided Hub".
- Updated packages.
- Updated contact information.

Ratings and Reviews

5.0 out of 5
6 Ratings

6 Ratings

morgansi ,

Exceeds Expectations

Convenient way to upload applications on the go. Easy to use, home screen gives a clear overview of enrollments. Lots of resources; ability to view all my contracts and even reference my writing numbers. Awesome tool!

Rachel Zima ,

Amazing App

This App is a lifesaver. Love the idea of being able to upload apps from anywhere I am. It’s very efficient and saves so much time.

Blueback22 ,

Great app!

This app is really going to help during the busy times- especially AEP! Once again, AgencyRM really came through for agents!

App Privacy

The developer, Baldwin Risk Partners, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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