Quickly and efficiently onboard new agents so they can help grow capacity. Centralize data management and gain visibility into agent demographics, licenses, training, and contracts and payment schedules.
- Expand agent communities with faster onboarding
- Improve agent revenue and mindshare
- Remove cost and time barriers to growth
- Accelerate and improve agent productivity
Support web services API integration for real-time system connections to external data feeds from other sales management and marketing systems.
- Manage and process high volumes of transactions
- Accept data feeds from external sources and payees
- Connect to information on a SaaS sales platform
Enable automatic partner credential checking across multiple geographies and product lines. Use comprehensive workflow to streamline agent administration.
- Contract agents to sell your products
- Ensure agents are licensed and trained
- Get alerts on expired licenses, training, and contracts
- Grow your agent community
Channel Performance Analytics
Accelerate decisions about your partner channels with insight into channel and agent performance, growth, and cost of doing business.
- Accelerate decisions with comprehensive analytics
- Identify and eliminate unproductive partners
- Track agent cost of sale and profitability
- Gain visibility into agent payments and performance