WHAT IT INCLUDES
Built around real agency work.
- Secure team invitations
- Owner, manager, and standard roles
- Optional Book of Business access
- Private producer sales views
- Agency-admin profile management
GIVE EACH PERSON THE RIGHT VIEW
Insurance Agency Team and Role Controls
Invite agents, CSRs, and managers with individual logins and role-based access to agency records and reporting.HOW IT FITS THE WORKFLOW
From source to next action.
- 1Invite a teammate at their exact email address.
- 2Choose a standard or manager role.
- 3Grant optional Book of Business access where appropriate.
- 4Review and remove access from the Team page.
COMMON QUESTIONS
Know where the tool stops.
What does the base plan include?
The $12.95 monthly plan includes three staff seats for agents, CSRs, or managers. Additional staff seats are $3.00 per user per month.
Can a standard producer see another producer’s sales?
No. Standard users are limited to their own sales records unless an authorized administrator changes the applicable access.