Sales and Broker Management health February 20, 2024

Sales and Broker Management

0 %
Improvement in Sales Velocity
0 %
Increased Revenue Per Agency

Broker configuration and setup

Configure and set up agencies, brokers and producers

Broker configuration and setup

Configure and set up agencies, brokers and producers

Broker onboarding

Save time, increase productivity and accelerate growth using recruiting and onboarding tools

Broker commissions

Configure different types of broker payment and bonus models and use the module to disburse payments and generate form 5500 annual reports

Broker Management

Manage all broker activity in one place to view real-time metrics dashboards on actual and forecast commissions

Broker Portal

Self-service broker portal to apply, view status of the application, payments and update information

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