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- Insurance Agent Portal
- Process
- Operations review
Operations review
Use the overview and receipts to separate ordinary work from exceptions.
Step by step
-
Open overview Agency Manager
Agency Manager reviews pipeline, weighted forecast, review load and failed operations.
- The review starts from current record context.
- Updates Opportunities, Commission statements, Operation receipts
-
Inspect pipeline Agency Manager
Agency Manager opens active opportunities by stage and expected close date.
- Owners receive precise follow-up questions.
- Updates Opportunities
-
Route review load Agency Manager
Agency Manager points the reviewer to submitted commission statements.
- Submitted items have a decision owner.
- Updates Commission statements
-
Inspect exception Admin
Admin opens a failed or review-needed receipt and reads the failure reason.
- The failed action is traced to its parent.
- Updates Operation receipts, Opportunities
-
Record resolution Admin
Admin checks the resulting receipt after correction; Agency Manager confirms the queue.
- The result state shows the observed outcome.
- Updates Operation receipts
Who does what
Roles and permissions- Agency Manager
- , Admin, Commission Reviewer.
Set up Insurance Agent Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.