SERVICES

Agency Portal

Highlight

Especially design for Life Insurance's Agent with web & mobile platform which offer intuitive tools that simplify, streamline and digitize any and all tasks routinely handled by agents, including:

  • Reviewing sales leads and pipeline status.
  • Generating, updating and managing proposal & submit new business (Integrated to Lifepos application).
  • Checking on claims status.
  • Reviewing commission and compensation information and statements.
  • Accessing the latest marketing materials and product information to share with customers and prospects.
  • Accessing to the Company event and contest information or reward program.

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