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- Insurance Agent Portal
- Who it's for
- Independent agencies
Independent agencies
An independent agency can track client conversations and carrier statement amounts from the same opportunity. A producer owns the prospect while a specialist prepares commission records and a reviewer decides submitted amounts. The agency manager uses Operations Overview to inspect pipeline and review load.
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.
An independent agency can track client conversations and carrier statement amounts from the same opportunity. A producer owns the prospect while a specialist prepares commission records and a reviewer decides submitted amounts. The agency manager uses Operations Overview to inspect pipeline and review load.
Start with one organization, a small set of client accounts and representative opportunities. Enter one carrier statement with a policy number and supporting attachment. Walk it from Draft to Submitted, then let a separate reviewer record an Approve or Reject decision. Compare the final statement with its opportunity and evidence before adding more carriers. 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.
- Commission Specialist
- Prepares and reconciles carrier statement records.
- Commission Reviewer
- Makes independent decisions on submitted commission statements.
Set up Insurance Agent Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.