Everything You Need While You're Away From Your Desk
Whether you're meeting with clients, traveling, or simply out of the office, the Fat Agent Mobile App keeps your agency in your pocket.
Manage Leads
View, update, and manage your leads from anywhere.
Call Clients
Tap any phone number to call prospects directly from the app.
Send & Receive SMS
Keep every text conversation connected to the customer's CRM record.
Conversation History
View previous calls, text messages, notes, and customer interactions before you reach out.
Stay Organized
Access appointments, notes, and customer information without returning to your desk.
Built For Speed
Quickly find customers, update records, and continue conversations in just a few taps.
Never Miss An Opportunity
Business doesn't stop when you leave the office. Stop jumping between your phone, texts, and a desktop CRM—and keep every conversation attached to the customer.
On the road
Fat Agent
One connected record
- One mobile app
- Leads & customers
- Calls & SMS
- Conversation history
- Appointments
Instant Lead Access
Respond while competitors are still waiting to get back to their computer.
Customer Information
Everything you need is available before you make the call.
Continue Conversations
Pick up where you left off without searching through emails or text messages.
Built For Insurance Agents
Designed around the way independent agents actually work—not generic CRM software.
Connected To The Entire Fat Agent Platform
The mobile app isn't a separate product. It's an extension of your agency.
CRM
Access your customers and leads from anywhere.
Communications
Make calls and send text messages while keeping every conversation connected.
Booking Calendar
View appointments and stay on schedule.
Quote Engine
Quickly access customer information before preparing quotes.
Pattie Intelligence Platform
Coming SoonFuture updates will bring Pattie directly into the mobile experience to help agents work even faster.
Stay Connected In Four Simple Steps
Open the app, reach your customers, and keep every interaction saved inside Fat Agent—without switching platforms.
Request a DemoOpen The App
Sign in securely from your iPhone.
Select A Customer
View customer details, conversations, and activity.
Call Or Text
Communicate directly from the app without switching between platforms.
Continue Your Day
Every interaction is automatically saved inside Fat Agent.
Your Office Doesn't Have To Be A Desk
Whether you're on the road, meeting clients, or between appointments, the Fat Agent Mobile App keeps your agency with you so you never miss an opportunity.
Request a Demo