Insurance Agent
Blue I, LLC
Insurance information all in one.
The app provides 24/7 access to insurance information and the agency. It allows for secure bill pay, access to auto insurance ID cards, and instant file sharing.
Apps Like WFG 365 for iPhone and iPad
WFG 365 screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
Microsoft Dynamics 365
Microsoft Corporation
Update notes, track tasks, and manage records
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Sync data across devices. Track progress with customizable dashboards. Generate reports and manage leads.
Texas Capital Mobile
Texas Capital Bank
View accounts, track transactions, print statements
View account balances and transaction details. Access and print monthly e-statements. Set up direct deposit. Transfer funds between accounts or linked banks. Deposit checks via device camera. Pay bills directly from the .
Term Quotes by Topo
Insurance Experts Network LLC
Compare term life insurance rates now.
The app provides current term life insurance rates from over 20 carriers. It offers a pre-screener for underwriting issues and is available in all 50 states.
HarvestersCU Mobile Banking
Harvesters Credit Union
Manage finances conveniently and securely within the app.
The app provides tools to manage accounts, deposit checks, pay bills, and transfer funds. Users can view financial insights, manage cards, and access their credit score.
GUARDIAN® Producer Access
The Guardian Life Insurance Company of America
Account details and policies
Policy documents, view account details, and manage insurance coverage. Submit claims, update contact information, and track policy status. Receive notifications and communicate with financial representatives.
NLG Agents
National Life Insurance Company
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Investia
Industrial Alliance Insurance and Financial Services Inc.
Manage investments and track portfolios
Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.
Dynamics 365 Sales
Microsoft Corporation
Join meetings, access contacts, track deals
Manage deals with real-time updates and notifications. Access meeting details, contact information, and notes. Connect notes to records and sync with Microsoft Teams. Update records remotely and stay informed of pending actions.
Stripe Payments by Swipe
App Sub 1 LLC
Charge cards with Connect
Charge credit cards by swiping, typing, or scanning. Send receipts, issue refunds, and collect tips directly. Save customer and product details for faster billing. Connects securely to via Connect.
SmartOffice Anywhere
Zinnia Tech Solutions LLC
Access client data on the go.
The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.