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Frequently Asked Questions
You can activate your account by following these steps:
On the Agencify app homepage, click on the “Join Now” button. This button will take you to a sign-up page where you will enter your email address, and mobile number and key in a password. It will then ask you to validate your sign-up through an OTP code sent to your mobile phone. Complete the remainder of the details under “Complete Your Profile” and you will be activated.
At the moment, Agencify is designed for independent agents who need an easier and more efficient way to manage their motor insurance policies. We have partnered with APA insurance to provide this platform to independent agents who work with APA.
Your agent code, which is unique for every insurer you work with, will enable you to sync your portfolio with the insurer’s database so you can access all your client’s data.
This is to confirm that you are a registered agent with IRA and also the license number is used for tracking policies and commissions with different insurance companies when using Agencify.
Track tasks and appointments by following these steps:
- Click on the menu button at the bottom of the screen.
- Select “Schedule a Todo”
- Note down Todo title (e.g. Appointment with Bernard)
- Attach any document of your liking to remind you.
- Add a date and time for the meeting /appointment
- Set a reminder and select the client if already on your phone book
- Save the “todo” item and wait for a reminder.
Yes, Agencify allows you to renew your clients’ insurance policies with ease. The platform will send you reminders before the policies expire and provide you with the option to renew them directly from the platform.
No subscription fee is applicable, as this is a free app for independent agents.
Yes, however, you will not enjoy the full capability of the platform. You will only be able to use the productivity tools, i.e. Todo and calendar
Payment generation is dependent on the insurance companies you are working with and can only be done once the transaction is complete.
Yes, Agencify has the capability to generate commission statements for agents. This feature allows you to easily track your commissions and simplify the process of accounting for your earnings.
We are always happy to help when you have an inquiry, feedback, or support issue. Please reach out to us on the following email address and telephone number, and someone will reach out to assist you!
Tel: +254 (0)706 787878
Email: contact@agencify.insure
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