We have two main user roles: Agents, which can be categorized as inside or outside agents, and Users who are typically clients. Agents manage policies and client data, while Users view and interact with their policies.

The system allows agents to create policies tailored to individual clients and groups, making it simple to manage insurance coverage for various scenarios.

Predefined dashboards offer at-a-glance insights into your insurance operations. They provide real-time data and analytics, helping you make informed decisions.

Yes, the system facilitates team sharing, allowing agents to collaborate efficiently by sharing client data within their teams. This promotes a unified approach to client management.

Our system provides user-friendly features that make policy creation straightforward. Agents and clients can navigate through the process with ease, ensuring a seamless experience.

Data security is a top priority. We employ industry-standard security measures to protect your data and ensure compliance with data protection regulations.

We offer comprehensive training resources and customer support. Our team is available to assist with onboarding, troubleshooting, and any questions or concerns you may have.

Getting started is straightforward. Contact our team, and we'll assist you with onboarding, training, and configuring the system to meet your agency's specific needs.

Yes, the system is designed for flexibility. It can be integrated with other systems and tools your agency uses, ensuring a seamless workflow.

The form feature allows you to create various types of forms, including Credit Card, PII, Review Application, ACA, and Campaign forms. These forms serve different purposes, such as collecting payment information, obtaining consent for using personal data, reviewing applications, creating insurance policies, and gathering information for marketing campaigns.

Yes, our system is highly customizable. Users, including agents and clients, can create and tailor these forms to meet their specific needs, ensuring they collect the exact information required.

We prioritize data security and compliance. Data collected through the forms is securely stored and processed in accordance with data protection regulations, ensuring the confidentiality and integrity of the information.

Absolutely. Data collected through the forms can be seamlessly integrated into the system, allowing for efficient management and processing of this information, whether it's for creating policies, making payments, or data analysis.

Sure, for example, the ACA form gathers personal information that is used to create tailored insurance policies. The Credit Card form is essential for processing payments and premiums. The Review Application form helps clients review their applications before submission, and the Campaign form is used for marketing and lead generation efforts.

While the system currently supports predefined forms, we are actively working to provide users with the ability to create and edit their own forms. This feature will be available in the near future, allowing you to customize forms to your specific requirements.

Yes, our system offers the flexibility for brokers to define and customize permissions for agents. This feature allows brokers to control and restrict access to specific functions and data, ensuring that agents have the appropriate level of access for their roles and responsibilities.