Online Agency Portal
Suitable for company with direct agency sales force which include insurance, investment management company in the financial sector and also direct selling company in non-financial sector. This is a web-based portal that allows agent user to access various online services.
System main features and functions:
- Agent user can view his/ her agency and personal information.
Agent user can view and check his customer account, personal and investment activity information.
Check and view agent own sales performance and commission information.
System or SMS alert or reminder for follow-up activity.
Access to a host of related agency information and materials posted by the company. Examples are Product sales kits, marketing and sales materials etc.
Allow download of product catalogue, brochure, forms etc.