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- Insurance Agent Portal
- Who it's for
- Brokerage teams
Brokerage teams
A brokerage team can assign opportunities to producers and keep follow-up against each prospect. The owner field shows who is responsible for a deal. Activities record a call, meeting, email or task on the related opportunity. A manager can review expected close dates and values on the active pipeline.
How Insurance Agent Portal is set up for you
Client record
Keep the account name, code, contact and eligibility context where the producer can check them before opening a deal.
Owned opportunity
Link each prospect to the client and a named team member, then use its stage and expected close date in reviews.
Carrier statement
Tie an amount, carrier and policy number to the relevant opportunity when commission work begins.
Review evidence
Keep the decision reason, related files and operation result available for later explanation.
A brokerage team can assign opportunities to producers and keep follow-up against each prospect. The owner field shows who is responsible for a deal. Activities record a call, meeting, email or task on the related opportunity. A manager can review expected close dates and values on the active pipeline.
Pilot one client segment with clear account codes and producer assignments. Test a proposal that progresses to a win and a second case that ends in a loss with a reason. Review due activities before the weekly pipeline meeting, then check that the opportunity board and open list show the same stage. During the rehearsal, ask a second person to open the same opportunity, activity and any statement, then explain the next action from those records. Decide who corrects a mistaken value and who confirms the corrected record is ready for review. Check the account and opportunity organization before sharing evidence across the team. Follow [implementation](/insurance-agent-portal/implementation) before expanding to the rest of the agency.
Features to start with
Roles on the team
- Agency Manager
- Oversees the opportunity pipeline, assignment and review workload.
- Producer
- Owns opportunities and records client follow-up.
- Read Only Analyst
- Reads agency pipeline and commission records for reporting.
Set up Insurance Agent Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.