A full-featured iOS and Android app with 32 screens covering every Insurstein module. Biometric login, push notifications, offline access, and real-time sync — so producers in the field have the same power as your team at the office.
Active Mobile Users
18
Of 22 total users
Mobile Sessions (30d)
2,340
+26% vs prior
Push Notifications Sent
847
This month
Offline Syncs
124
Avg 4/user/month
What it is
Most agency management mobile apps are afterthoughts — limited views with half the features missing. Insurstein's mobile app is a full-featured client built from the ground up with 32 screens that mirror every module in the desktop experience. Producers, CSRs, and agency owners get the same data, the same capabilities, and real-time sync — whether they're in the office, at a client site, or on the road.
From the dashboard and sales pipeline to claims, communications, and AI tools — every feature available on desktop is accessible on mobile. View client details, manage tasks, update pipeline stages, send messages, and review analytics without returning to your desk.
Biometric authentication (Face ID and fingerprint) keeps your agency data protected. A 24-hour query cache means you can access recently viewed client records and policies even without cell service — perfect for rural client visits or areas with poor connectivity.
Core capabilities
Every desktop module is represented in the mobile app with purpose-built mobile interfaces.
The mobile app includes dedicated screens for the dashboard, client list and details, policy viewer, sales pipeline, task manager, claims, communications, documents, billing, reports, and settings. Each screen is designed for touch interaction with swipe gestures, pull-to-refresh, and mobile-optimized layouts.
Log in with Face ID or fingerprint — fast, secure, and no password to type on a small screen.
The app supports native biometric authentication on both iOS and Android. After initial setup, producers can unlock the app with a glance or a touch. Session tokens are stored securely in the device keychain, and biometric auth can be required for every launch or after a configurable timeout period.
Get instant alerts for tasks due, renewal reminders, team mentions, and new client activity.
Push notifications keep your team informed in real time. Configure which events trigger notifications — task assignments, approaching due dates, pipeline stage changes, new inbound messages, or team mentions. Each notification deep-links to the relevant screen in the app for immediate action.
View recently accessed records even without internet — sync automatically when connectivity returns.
The app maintains a local cache of recently accessed client records, policies, and tasks for up to 24 hours. When a producer is visiting a client in an area with poor connectivity, they can still pull up the information they need. Changes made offline queue locally and sync automatically when the device reconnects.
Changes made on mobile appear on desktop instantly, and vice versa — one source of truth.
The mobile app maintains a persistent connection to Insurstein's backend. When a CSR updates a policy on desktop, the producer sees it on mobile immediately. When a producer completes a task in the field, the dashboard updates in real time. There's no sync delay and no version conflicts.
Floating action button gives one-tap access to the most common field tasks.
A floating action button provides instant access to frequently used actions: create a task, add a note, log a call, send a quick SMS, or start a new prospect. These shortcuts are designed for producers who need to capture information quickly between client meetings without navigating through multiple menus.
What they don't do
Stop using clunky remote desktop apps to access your AMS from the field — use a purpose-built mobile experience instead.
Producers no longer need to call CSRs to look up a policy number, coverage limit, or client phone number while they're on the road.
Replace disconnected note-taking apps with in-app notes that attach directly to the client record and sync immediately.
Eliminate the backlog of updates that pile up when producers return to the office after a day of client visits.
Stop texting coworkers for client info — look it up yourself in the app, instantly, with the same data your office team sees.
Retire the practice of printing client summaries before heading out for the day. Everything is in the app.
What it takes off your plate
Biometric login and secure session tokens mean producers never struggle with passwords on small screens.
Delivers push notifications to the right device based on user preferences and active sessions.
Queues changes made without connectivity and syncs them in the correct order when the device reconnects.
Maintains feature parity between iOS and Android so every team member has the same experience regardless of device.
Periodically refreshes cached data in the background so records are current when you open the app.
Push notifications and shared links open directly to the relevant screen and record — no manual navigation required.
A day in the life
7:00 AM
Before leaving for client visits, check push notifications — two tasks due today, one renewal reminder, and a new prospect assigned to your pipeline. Review each with a tap.
9:30 AM
Sitting in the parking lot before a meeting, pull up the client's full profile: active policies, recent claims, last communication, and open tasks. Walk in fully prepared.
11:45 AM
After the meeting, use Quick Actions to add notes, create a follow-up task, and move the prospect to the next pipeline stage — all before starting the car.
2:00 PM
Visiting a farm client with no cell service. Pull up their policy details from the 24-hour cache, review coverages, and discuss their renewal needs face-to-face.
5:15 PM
As you drive back into town, the app syncs your offline changes — 3 notes added, 2 tasks completed, 1 pipeline update. Your office team sees everything instantly.
Daily impact
Mobile Actions
Client Lookups
Offline Records Used
Time at Desk Needed
Insurstein's mobile app puts every client, policy, task, and tool in your pocket — with biometric security, offline access, and real-time sync so you're never out of the loop.