Quickly and efficiently onboard new agents so they can help grow capacity. Centralize data management and gain visibility into agent demographics, licenses, training, and contracts and payment schedules.
- Expand agent communities with faster onboarding
- Improve agent revenue and mindshare
- Remove cost and time barriers to growth
- Accelerate and improve agent productivity
Support web services API integration for real-time system connections to external data feeds from other sales management and marketing systems.
- Manage and process high volumes of transactions
- Accept data feeds from external sources and payees
- Connect to information on a SaaS sales platform
Enable automatic partner credential checking across multiple geographies and product lines. Use comprehensive workflow to streamline agent administration.
- Contract agents to sell your products
- Ensure agents are licensed and trained
- Get alerts on expired licenses, training, and contracts
- Grow your agent community
Channel Performance Analytics
Accelerate decisions about your partner channels with insight into channel and agent performance, growth, and cost of doing business.
- Accelerate decisions with comprehensive analytics
- Identify and eliminate unproductive partners
- Track agent cost of sale and profitability
- Gain visibility into agent payments and performance
Payment and Rates
Display agent payment relationships and rate schedules. Pay channel partners and agents accurately and on time to drive key business initiatives.
- Manage complex payment hierarchies and schedules
- Enable transparency into contract status
- View processed transactions and payments due
- Administer complex incentive plans based on profit, market share, premiums, satisfaction, and long-term book growth