Recent agent portal features Simple features to enhance your portal experience
Share with split compensation Whether it's your upline, trainer, a colleague who shared a lead, or a share from your base shop, easily split compensation when starting a quote or an agent-assisted application.
Submit apps with SMS eSignature During an app , choose to send a secure SMS code to your client's phone. The client simply reads the code back to you, which acts as their legally binding eSignature.
Update your clients payment details Update client payment information to prevent policies from lapsing within your agent portal. Go to the Customers tab, click on the policy, and select “Update customer payment.”
Easier than ever to recruit agents Weʼve revamped the agent onboarding process to make recruiting agents as seamless as possible! All they need to do is go to our sign up page , go through a few onboarding steps, and voilà—theyʼre ready to go!
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