These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Insurance Agent Portal
- Who it's for
- Multi-entity agencies
Multi-entity agencies
An agency with several operating organizations can keep client and statement records linked to the right organization. Organizations carry a name, code, time zone and currency. Accounts, team members, opportunities and statements reference their organization. Admin controls the user and team member setup that supports assignment.
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 agency with several operating organizations can keep client and statement records linked to the right organization. Organizations carry a name, code, time zone and currency. Accounts, team members, opportunities and statements reference their organization. Admin controls the user and team member setup that supports assignment.
Start with one organization per operating unit and a few client accounts under each. Assign a producer through team members, open opportunities for each unit and attach a statement to the correct parent. Test access with an ordinary user before broadening the pilot. Keep the organization link intact when importing later records. 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
- Admin
- Maintains organizations, users and team access for the agency.
- Agency Manager
- Oversees the opportunity pipeline, assignment and review workload.
- Producer
- Owns opportunities and records client follow-up.
- 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.