With our Agent Portal, you can create multi-carrier payment advices (i.e., statements) for each producer and broker in your downline. Our software automates the scheduled email delivery of payment advices, ensuring that your agents receive their statements promptly and securely. Say goodbye to manual distribution processes and hello to streamlined communication with your agents.
Our Agent Portal offers a powerful role-based workflow, enabling you to verify, approve, post, and deliver payment advices with ease. You have full control over the process, ensuring accuracy and transparency in your commission payments. Customize the workflow to align with your business processes and ensure that the right stakeholders are involved at each step.
We understand that different agents have different needs. That’s why our Agent Portal provides flexibility and convenience. Agents can access their payment history, review past statements, and track their earnings conveniently within the portal. Empower your agents with real-time visibility into their commissions, enabling them to make informed decisions and plan their financial goals.
The Agent Portal is designed with a user-friendly interface, making it easy for your agents to navigate and access the information they need. It provides a seamless experience, ensuring that your agents can focus on their core activities—building relationships with clients and driving business growth.
Experience the benefits of our Agent Portal:
User-friendly interface helps you access your payment histories
Eliminate potential for manual human- entry errors.
Ensure timely, accurate delivery of commission statements.
your commissions process!
Discover how we can help your business save money!