- Release of mAdvisor for Insurance, part of the mPlatform 5.2 release, provides new feature additions and enhancements to expand the mobility of financial services professionals
Boston, MA, 27th March, 2007 - Pyxis Mobile, the leading provider of innovative wireless software that meets the diverse needs of the financial services industry, announced the availability of mAdvisor for Insurance(tm), a real-time tool that provides instant access to the client and prospect information needed by insurance agents while on the road. For use with the mobile device of their choice, mAdvisor for Insurance is an extension of the enterprise systems agents rely on while in the office, further un-tethering them from the physical constraints of their desk.
Insurance agents need to spend more time on the road and require the necessary information to provide exceptional customer service to their clients. mAdvisor for Insurance gives agents the capacity to access and manage client policy information, drive policy creation, and effectively manage their clients and prospects, at any time and from any place. This mobile access allows them to better service clients and prospects, reduce office time while increasing productivity, and improve the quality of information at management's disposal.
"The expansion of our mPlatform solutions suite, along with our 5.2 upgrade, demonstrates our insight into the specific needs of the mobile financial professional and provide them with the tools necessary to increase their productivity, get their job done more efficiently, and ultimately grow their book of business," said Shane Hughes, President and CEO of Pyxis Mobile.
With mAdvisor for Insurance, users can:
- Generate policy illustrations and quick-quotes
- Access and manage client policy information
- Log and manage contacts, enter notes, order literature, and manage schedules in the field
- Track commissions, business conference targets, and underwriting policy status
The release of mAdvisor for Insurance is part of Pyxis Mobile's upgrade of its mPlatform Solutions Suite to version 5.2, which offers exciting new feature additions and enhancements, available as configurable options for mPlatform applications.
Among the new features for version 5.2 is a click-to-map function, which seamlessly integrates mapping capabilities with existing functions, as well as expense tracking, analytics, fund performance data, and literature delivery.
Pyxis Mobile's mPlatform Suite is comprised of applications focused upon the unique needs of management (mDashboard), retail & institutional sales (mWholesaler, mInstitutional), portfolio managers (mPortfolio), analysts (mAnalyst), advisors (mAdvisor), hedge fund managers (mHedge), investment bankers (mInvestment Banker), IT managers and administrators (mSupport), mobile financial professionals (mMarkets) and insurance agents (mAdvisor for Insurance).