Agent Portal: Introduction

Managing insurance processes can be overwhelming and time-consuming.
Agent Portal is an intuitive and powerful platform designed for agents that automates every stage in the sales process and provides insights into customers data and sale results.

Agent Portal, with its modules, gives you many powerful possibilities.

✅Sales Module: Propel your sales journey and customize insurance offers for your customers.

✅Sales Dashboards Module: Get a comprehensive and intuitive overview of your sales performance.

✅360° Agent & Customer View: Streamline interactions with agents and delivers all up-to-date customer’s information from different sources.

✅Commission and Billing Module: Check the commission, their status and issue electronic invoices.

✅Post Sales&Claims Services Module: Navigate post-sales processes effortlessly and efficiently from policy amendments and endorsements to cancellations and claims registration.