Agent and broker performance management
Improve visibility into distributor performance, such as premium goals and submissions, so you can understand the value of your relationships and find opportunities to better work together.
Agent and broker sales plans and call reports
Make sure you’re well prepared for each interaction or agency visit with a complete understanding of performance metrics, interaction history, and recommended actions.
Make it easier to find and share information, stay connected, and work together to achieve desired outcomes by interacting with distributors via web portal.
Track interactions with distributors to better to gain insight into your relationship history and monitor how your relationships have changed over time.