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Insurance Agent Portal
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Insurance Agent Portal · Available now

Keep agency opportunities and commissions accountable.

Insurance Agent Portal keeps an agency's client accounts, prospective business, follow-up activity and carrier commission statements in a connected record set. A producer owns an opportunity, links it to a client account and records the expected close date, value and next activity.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewOpen Opportunity Pipeline
Insurance Agent Portal · Opportunities

Open Opportunity Pipeline

Opportunities in one list

New opportunity
Opportunities in view
6
Total expected value USD
3,330
New
2
Qualified
2
New2
Harbor Grove Bakery property renewalEast Vale Grocers
630
21 Oct
Mossfield Studio equipment coverPinebrook Nursery
560
12 Oct
Add
Qualified2
Cedar Hollow Clinic liability coverWillow Bend Cafe
450
02 Nov
Pinebrook Nursery property packagePinebrook Nursery
490
24 Oct
Add
Proposal1
North Quay Builders fleet policyNorth Quay Builders
270
11 Oct
Add
Negotiation1
Willow Bend Cafe workers' compPinebrook Nursery
930
18 Oct
Add
Harbor Grove Bakery property renewalOpportunities · OPP-77332
New
Expected close date21 Oct
Expected value USD630
OwnerZuri Haddad
CounterpartyEast Vale Grocers
Review statementOPP-77332 · Harbor Grove Bakery property renewal

Commission Reviewer decides the submitted carrier statement and records the reason.

Waiting for Commission Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
10
Saved views
12
Roles with set permissions
6
Reports and dashboards
8
Features

Work from the agency's current records

Every feature works on the same records. Pick one to see the screen your team works in.

Accounts

Keep client account and organization context ready for producer follow-up.

  • Record owner
  • Related work
  • Visible outcome
  • Accounts
  • Organizations
Explore accounts
OverviewClient Accounts
Insurance Agent Portal · Accounts

Client Accounts

Accounts

New
CodeNameContact nameAddressEligibility noteOrganization
HGB-001Harbor Grove BakeryIris Moreno18 Alder Street, PortlandProperty within carrier territoryLinden Shore Inland
CHC-002Cedar Hollow ClinicBashir Nwosu402 Cedar Lane, RenoLicensed clinic operations confirmedLinden Shore West Agency
NQB-003North Quay BuildersLeonie Park77 Quarry Road, BoiseFleet schedule receivedLinden Shore Commercial
WBC-004Willow Bend CafeTariq Flores9 Willow Avenue, TacomaPayroll estimate awaiting updateLinden Shore North Agency
MFS-005Mossfield StudioAnja Qureshi225 Moss Street, SalemEquipment values documentedLinden Shore Inland
6 of 6 records
HGB-001Accounts · ACC-92948
NameHarbor Grove Bakery
Contact nameIris Moreno
Address18 Alder Street, Portland
Eligibility noteProperty within carrier territory
OrganizationLinden Shore Inland
Example screen with sample data
Process

Follow a prospect through commission review

Opportunity to commission review ships ready to use. One step needs a named approval before the work moves on: Review statement (Commission Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Record account

    Keep the client and organization context ready for a new prospect.

    Harbor Grove Bakery property renewalOPP-77332 · Agency Manager
    Record accountBy Agency Manager

  2. Qualify opportunity

    Assign a producer and move a real prospect into the working pipeline.

    Harbor Grove Bakery property renewalOPP-77332 · Producer
    Qualify opportunityBy Producer

  3. Follow up

    Record calls, meetings, emails and tasks on the opportunity.

    Harbor Grove Bakery property renewalOPP-77332 · Producer
    Follow upBy Producer

  4. Submit statement

    Send a carrier amount and policy number for review.

    Harbor Grove Bakery property renewalOPP-77332 · Commission Specialist
    Submit statementBy Commission Specialist

  5. Review statement

    A Commission Reviewer checks evidence and records a reasoned decision.

    Harbor Grove Bakery property renewalOPP-77332 · Commission Reviewer
    Review statementBy Commission Reviewer
    ApprovalCommission Reviewer decides the submitted carrier statement and records the reason.

  6. Complete statement

    Compare the approved amount with the carrier statement before marking it complete.

    Harbor Grove Bakery property renewalOPP-77332 · Commission Specialist
    Complete statementBy Commission Specialist

Start with Account to opportunity

Inside a record

Connect the carrier sources your team trusts

Open any opportunity to see its commission statements, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Expected close date, Expected value USD, Owner and Counterparty.

  2. 2
    Commission statements

    Each line is linked to this opportunity.

  3. 3
    Who works on it

    Admin, Agency Manager and Producer, each with their own permissions.

  4. 4
    Process stages

    Qualify opportunity and Follow up, with the role that acts.

  5. 5
    Approvals

    Review statement, with who decides.

Open Opportunity PipelineHarbor Grove Bakery property renewal
Insurance Agent Portal · Opportunities

Harbor Grove Bakery property renewal

East Vale Grocers · New

Log activity
1
Record details
Expected close date21 Oct
Expected value USD630
OwnerZuri Haddad
CounterpartyEast Vale Grocers
2
Commission statements

Harbor Grove Bakery property renewal

NameStatusCarrier
October 2026 homeowners commissionsSubmittedStonebridge Mutual
September 2026 auto commissionsSubmittedCedarline Assurance
Q3 2026 commercial property commissionsSubmittedHarborlight Indemnity
Commission statements
6
Total commission amount
2,320
3

Who works on it

  • AdminManage Organizations, Users, team members
  • Agency ManagerManage Accounts, Opportunities, team members
  • ProducerManage Opportunities, relationship activities, record…
4

Process stages

  • Qualify opportunityProducer
  • Follow upProducer
5

Approvals

  • Review statementCommission Reviewer
    Approved
Example screen with sample data
Approvals

Review each carrier amount with context

OverviewApprovals
Insurance Agent Portal · Overview

Approvals

Signed in as Commission Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CS-89281October 2026 homeowners commissions
    Stonebridge MutualRequested by Admin
    Submitted0dActions
  • CS-34182September 2026 auto commissions
    Cedarline AssuranceRequested by Admin
    Submitted1dActions
  • CS-65567Q3 2026 commercial property commissions
    Harborlight IndemnityRequested by Admin
    Submitted3dActions
  • CS-76571August 2026 life policy commissions
    Mossvale CasualtyRequested by Admin
    Submitted5dActions

Who approves what

DecisionApprover
Review statementA Commission Reviewer checks evidence and records a reasoned decision.Commission Reviewer
Approve commission statementsCommission Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Insurance Agent Portal to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains organizations, users and team access for the agency.

  • Manage Organizations, Users, team members
  • View Accounts, Opportunities, commission statements, relationship activities, review decisions, record attachments, operation receipts

Roles and permissions

Reports

Ask where pipeline and commission work stand

Use opportunity, commission, activity and receipt records in agency reviews.

Overview
Insurance Agent Portal · Overview

Insurance Agent Portal dashboard

This quarter

Commission statements in view
6
Total commission amount
2,320
Submitted
6

Opportunities by status

How far records got this quarter

StageReachedStep
New28
Qualified829%
Proposal338%
Negotiation133%

Expected value USD by status

Sample totals per stage

0
-4000New
-1000Qualified
0Proposal
-4000Negotiation
-6000Won
Example screen with sample data
  1. 01Pipeline by stage

    Which open opportunities carry the expected value, and who owns them?

  2. 02Expected close calendar

    Show opportunity value against expected close date.

  3. 03Producer pipeline

    Group opportunities by owner and status.

  4. 04Commission by carrier

    Which carrier statements remain submitted and which are completed?

  5. 05Statement review load

    Count submitted statements by organization and statement date.

  6. 06Review decision history

    Show decisions, reviewers, reasons and decision dates by opportunity.

  7. 07Activity follow-up

    Which due contacts have a completion date and outcome?

  8. 08Operation exceptions

    Which actions failed or need review, and what reason was recorded?

All reports and dashboards

Who it's for

Fit the way your agency works

See how Insurance Agent Portal fits your kind of team.

Independent agencies

An independent agency can track client conversations and carrier statement amounts from the same opportunity.

Brokerage teams

A brokerage team can assign opportunities to producers and keep follow-up against each prospect.

Multi-entity agencies

An agency with several operating organizations can keep client and statement records linked to the right organization.

Controls

Keep decisions and failed actions traceable

Each stage of opportunity to commission review names the role that acts and the status it records, so a change is never anonymous.

OverviewOpportunity to commission review
Insurance Agent Portal · Process

Opportunity to commission review

Each stage, the role that acts and the status it records

Process stages
11
Approval steps
1
Roles involved
4
Tables touched
5
Qualify opportunity
Producer
StatusNew → Qualified
RecordsOrganizations, Opportunities, Accounts
Develop proposal
Producer
StatusQualified → Proposal
Negotiate outcome
Producer
StatusProposal → Negotiation
Opportunity to commission review
  1. Start
    Qualify opportunityNew → Qualified
    Organizations
  2. Step
    Develop proposalQualified → Proposal
    Producer
  3. Step
    Negotiate outcomeProposal → Negotiation
    Producer
  4. Step
    Close opportunityNegotiation → Won
    Producer
  5. Step
    Submit statementDraft → Submitted
    Commission Specialist
Example screen with sample data

See each stage in detail

AI agent

Prepare the next action with Proto

Ask Proto to prepare agency follow-up and review work for a person to decide.

It can

  • Producer: List open opportunities by assigned producer, with due follow-up and expected close dates.
  • Commission Specialist: Gather submitted carrier statements with their related opportunity and evidence.
  • Agency Manager: Summarize failed operation receipts and point to their failure reasons.

Stays with a person

  • A person checks the carrier source, makes the statement decision and resolves disputed amounts.
  • Keep the source revision and reason with a review decision.
  • Proto can prepare a list or explain a linked record, while the assigned team member confirms the action under their access rights.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Insurance Agent Portal
  • Carrier statement source
  • Policy administration
  • Identity and access
  • Payment confirmation
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 10 tables
10tables
  • Accounts2
  • Opportunities4
  • Activities2
  • Commission Statements4
  • Review and Evidence5
  • Operations Overview3
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree ownership

    Name the agency manager, producer, commission specialist and independent reviewer. Decide who maintains organizations and team membership.

  2. Prepare records

    Load organizations, users and team members, then client accounts. Check account codes and the organization link.

  3. Rehearse opportunities

    Open a prospect, assign an owner, record its expected close date and value, and log a due activity.

  4. Rehearse commission review

    Link a carrier statement and evidence to the opportunity, submit it and record a reviewer decision with a reason.

  5. Inspect exceptions

    Open Operations Overview and a failed operation receipt, then trace its parent record and resolution.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Insurance Agent Portal.

All questions
How do I get started?

Click Get started, then use Proto to configure Insurance Agent Portal for your business. Pilot one organization, a few client accounts, an owned opportunity and a carrier statement that a separate reviewer can decide.

Who owns an opportunity?

Each opportunity points to a team member as owner. The producer works the prospect and the agency manager checks assignments in the pipeline.

How are client accounts connected to prospects?

The opportunity names a client account as counterparty and also belongs to an organization. Keep these links when importing or correcting a case.

Can we track follow-up?

Record a call, meeting, email or task against the opportunity with a due date. Enter completion date and outcome after contact.

Where does a policy number go?

A commission statement can carry the policy number and the related opportunity. Policy administration remains a connected source to set up.

How is a commission statement reviewed?

A specialist prepares and submits the carrier amount. A reviewer checks evidence and records an approval, rejection or return decision with a reason.

What happens after a rejection?

The rejected statement returns to the worklist. Correct the source record and submit the revised amount for another review.

Where can we find a failed action?

Open Failed Operations to see the result state, action, date, parent opportunity and failure reason.

Can different team members see different evidence?

Attachments carry Internal or Shared visibility. Agree the access policy during setup and test it with ordinary team accounts.

What does Operations Overview show?

It brings pipeline, weighted forecast, review load and failed operations together so a manager can open the underlying case.

Set up Insurance Agent Portal your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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