Our Features
Agency CRM
Your Agency/Agent force at your fingertips.
- Agent Contact Info
- Agency Contact Info
- Licensing Information
- Contracting Information
- Hierarchy Management
- Affiliation Tracking
- Referral Source Tracking
- Relationships
- Hobbies
- Interests
- Per User Note Taking
- Basic User Setup
- Advanced User Settings
- Viewing Rights Management
- Realtime Reporting
- Agent Scorecard
- Agency Scorecard
- Sub-Agency CRM Capability
- List Filtering
Quote Management
Know where your momentum is.
- Quick Term Quotes
- Quick GUL Quotes
- Save Your Quick Quotes
- Agents Can Run Quotes
- Agents Can Save Quotes
- Request Quotes for Agents
- Receive Quotes From Agents
- Track Quotes Sent to Agents
- View Quote History
- Download Illustrations
- Hierarchy Can View
Case Management
Connect Agents & Hierarchy to Their Cases
- Create a Case
- Assign or Change Case Managers Info
- Assign or Change Agents
- Split Commission Cases
- Add & Edit Requirements
- Add & Edit Notes
- Add & Edite Private Notes
- Set Reminders & Follow-ups
- Send Case Requirements
- Attach Documents
- Case Setup Interview
- Create a Hot List
- Advanced Filtering
- Hierarchy Can View
- Case Aging View
Contracting Management
Connect Contracting to Cases in Realtime.
- Create Appointment Requests
- Track Your Contracting Progress
- Per Agent Tracking
- Suggested Contracting Codes
- View Hierarchy Details
- Track Agency & Agent Codes
- Important Document Integration
- Licensing Integration
- View & Add Contracting Tips per Company
- Add & Edit Requirements
- Add & Edit Notes
- Send Requirements
- Attach Documents
Commission Statements
Automate your commission statements.
- Produce Detailed Commission Statements
- Automated or Manual Creation
- Immediate Comp Calculation
- Weekly, Bi-Weekly, or Monthly Cycles
- Option to Upload and Pay From CSV or Excel
- Pay Directly From Case Management
- Payment Cues
- Reconcile Feature
- Add Debits or Credits
- Split Case Management
- Statements are Viewable Online
- Statements are Printable
- Statements are Downloadable
Secure Commission Grids
Protect Your Compensation Strategy.
- Grids Are Behind a Login on a Secure Site
- Hierarchy Can View Downline Options
- Agents Can Only View Their Level
- Connect To Contracting Codes
- Customizable Commission Grids
- Limit Users View of Companies
- Track Compensation Adjustments
- Per Company Settings
- Per Agent or Agency Settings
Other Features
Other Valuable Features in Your Subscription
- Agent Portal is Included
- Opportunities Tracking
- Custom Page Design With Built In CMS
- Sub-Agency Integration
- Custom Marketing Content Areas
- Data Rich Reporting
- Mobile App Included
- And More to Come!
