How It Works
Our cloud-based, fully customizable Agency and Producer Management System offers a complete onboarding process, including electronic contracting, licensing, electronic appointments, trainings, and compensation set-up.
Features
- Easy automated contracting via DocuSign
- Automated and on demand NIPR integration for licensing and related activities
- Compliance section for handling inquires, training, site visits, and escalated complaints
- Quality assurance including call monitoring & reporting
- Easily transfer producer from one agency to another
- Utilities section to manage promotional books, scripts, and state approval lists
- Support email tool to request new feature or submit bug
- Stock and custom reporting
- Fully customizable finance and compensation module
- Secure document vault