Agent Portal

Try in Playground

Empower your sales force with a dedicated portal for quotes, commissions, and licensing.

Features

• Onboarding Workflow: Digital contracting and background checks for new producers
• Commission Calculator: Real-time tracking of earned commissions and bonuses
• License Management: Automated alerts for expiring state licenses
• Book of Business: Analytics on retention, cross-sell, and loss ratios

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Install

dotnet add package PrimusSaaS.Insurance.Agents