Guided Solutions Hub icon

Guided Solutions Hub

AgencyRM
Free
5.0 out of 5

About Guided Solutions Hub

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

Guided Solutions Hub Screenshots