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Agent Portal Features

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Flexible users rights management

Various levels of priviliges can be configured to personalize data access, specific features or approval authority depending on your team organisation.

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First-time user tutorial

When your agents log into the platform for the first time, detailed tutorials are available for self training.

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In-built Performance dashboard

The platform is equipped with sales incentive dashboards which will boost your agent performance, resulting in increased premium production.

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Light speed policy issuance

Enable super fast policy issuance with quick quote and add-ons selection. Policy review and dynamic issuance is a simple 1 click process.

Insurance Agent Software
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Dynamic policy fullfilment

Once a policy is sold, the platform generates a personalized insurance certificate and relevant policy wording that are automatically sent to the policyholder’s e-mail.

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Change monitoring

Every action within the platform is logged to facilitate team communication and ensure clear accountability.