Yes, there are multiple ways to restrict the company view for your agents.
Yes, Each User can add up to three associates. These associates have documented access to the User’s profile so manage case and quote information and they can receive their notifications as well.
Yes, you have the ability to assign the case manager role to anyone in your office and to as many case managers as you need.
No, the system does not allow any user to see or use agency or agent information other than information directly pertaining to that user and their associated role (cases, quotes, contracting, etc.).
Yes, you may subtract money from a commission statement. Our reconcile feature will allow you to add marketing allowances, bonuses or process chargebacks.
Yes, Broker Backoffice is built to be a CRM for your Agency.
No, there is no limit to the frequency of running reports. Infact your agents and agencies can run reports on themselves in real time.
Yes, your agencies will be able to access and interact with the CRM for their agents as well as monitoring cases, quotes and running reports.
Yes. We have a knowledgebase that you will have access to login, search and view popular topics regarding the use of your subscription. Your office can also have access the training upon request. In addition to this we provide weekly webinars you may invite your office to participate in.