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Give you agents a consolidated view of business critical information related to Sales, Schemes, Incentives and Customer Onboarding. Unify information from multiple underwriting and back-end processing systems and from third party services to a single portal.



KPIs Covered

Agent Dashboard

Agent Dashboard

  • Policy counts and Premium
  • MTD and YTD Policy sales and Claims
  • Commission Earned
information

Information

  • Active Schemes and Reward Programs
  • New Policies and Products
  • Documents related to all schemes
customer-onboarding

Customer Onboarding

  • Customer KYC
  • Progress on new applications
  • Premium Calculator

Features

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For your mobile workforce

Available on all devices, desktop, tab and mobile
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Brand Synchronization

Your agent portal is designed with the same visual identify as per your brand guidelines
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Inbuilt Content Management System

Provide a one stop access to all digital assets for your agents
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Keep your agents connected

Organizational announcements, product launches, and run contents, all in one portal