The users of Policy Wallet benefit from easily adding and managing their insurance policies. The user is able to select from a variety of insurance types and categories and add different levels of details for their policy. The application also reminds the users about policy expiry and allows for a quick quote request for a new policy.
Policy Wallet
iOS and Android mobile application allowing the AJG customers to quickly add and manage their insurance policiesAbout the client
Arthur J. Gallagher & Co. is a US-based global insurance brokerage and risk management services firm headquartered in Rolling Meadows, Illinois. The firm was established in 1927 and is the third-largest insurance broker in the world.
Overview
Adding a policy
Entering the necessary information and documentation
Managing policy details
Updating personal information, such as address or contact details, as needed
Renewal notification
Sending timely reminders to policyholders regarding the upcoming policy renewal date
New quote request to the insurer
Collecting relevant information from the prospective policyholder to initiate the quote process
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