The Wātea app enables brokers and independent agents to cover every aspect of a life or health insurance sale.
Brokers need just this one app to do business including: receiving leads (with push notifications) directly into the app from third-party lead vendors (if they so choose), providing quotes/illustrations, submitting proposals, tracking/managing cases, accepting payments and in some cases even providing clients with a policy (number)...all in one app on a phone or tablet.
The producer literally does not need to leave the Watea app, even to manage cases or set up appointments with clients.
Currently, the app offers Term Life Insurance, Short-Term Health Insurance, Accident Insurance and Disability Insurance products. Permanent Life Insurance, including whole life and IULs and Annuities coming soon!