- 24/7 access to your data from anywhere
- Cloud-based—login from your computer, phone or tablet
- Unlimited, off-site storage & data backup every 4 seconds
- Serious security—HIPAA, bank-grade encryption, & two-step verification
- FREE support with a dedicated client success specialist
- Exclusive client help center with videos and step-by-step articles
- Volume pricing available for large agencies
Questions?
Don't hesitate to give our sales team a call. Together we'll walk through your questions and provide options for your agency. We are here to help!
866-338-7075
Agency Management
Plan starts at
$59
/month
- $59* per Full User per month
- $29 per Agent User per month
- * Special tiered pricing begins at 6+ users
Includes these great features:
- Life & Health Insurance specific CRM
- Real-time Agency & Business Analytics
- Keep track of activities & assign to-dos.
- Workflow & Task Automation
- Email Campaigns ($.02 per-email)
- Integrated Marketing & Lead Forms
- Generate book-of-business reports
- Strategic Industry Integrations
- Top-Notch Customer Service & Support
Plus Commissions
Plan starts at
$158
/month
- $158 for 2 users (minimum) per month
- $79 per additional user per month
- $29 per agent per month
Includes everything, PLUS:
- Import Commission Statements
- Assign multiple payees including hierarchies
- Track by revenue type
- Agent Statements (online access available)
- Uncover Missed Commissions
- Compare Actual vs Expected Commissions
- Create calendar year projection
- Generate commission reports
- Real-time commission analytics
Call sales for more information: 866-338-7075.