Invite agents to manage their policies and customers in one place. Each agent has access to his/her own policies and customers.
Invite as many users as you wish. Set default or custom rights per user. Share your agency management with your team.
Use task manager to assign tasks to other users. View the completed, pending or unfinished tasks for each user.
Create outgoing commission schemes in the most flexible way. Define commission per insurance company, insurance type, product or coverage for each agent. Manage complex or multilevel commission schemes.
Get reports on how your team performs: active policies, rate of renewals and financial info.
Define user roles
Invite extra users and define their role: agents, secretary or admin. Edit or update access rights and provide high-level access for policy and customer management.