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Agent Portals
Give your agents the online insurance tools they want and need to conduct business with ease and speed. Allow online, password protected, access to critical documents, profile information, company news, contest rules and results, marketing information and more.
The information and forms your agents need are right there at the click of a button. Save time as well as printing and mailing costs. And, with a content manager installed, the information can be quickly and easily updated by a non-technical person. Advantages include:
Agents have easy access to direct deposit information, commission assignments, leads, and personal information. Proposals may also be created and stored, and applications submitted
Recruiting information easily available
Contracts and important documents are readily available and can be easily printed out
Agent and consumer “frequently asked questions” answered
Company news and newsletters readily available
Easy-to-use cost calculators online
Information integrated with back-end system
Reduced print and mailing costs
Reduced time involved in handling information
Easy update of information with content manager
May be customized to meet your company-specific needs
An online agent resource center allows your agent quick access to much of the information and forms which they will use every day. Contact IdeaStar to find out specifically how we can help you.
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