Admin
Maintains organizations, users and team access for the agency.
Can
- Manage Organizations, Users, team members
- View Accounts, Opportunities, commission statements, relationship activities, review decisions, record attachments, operation receipts
- Insurance Agent Portal
- Roles and permissions
Who can do what in Insurance Agent Portal
Set ownership, statement review and evidence access for the agency team.
Who can do what
| Role | Accounts | Opportunities | Activities | Commission Statements | Review and Evidence | Operations Overview |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | View | Edit | Edit | View |
| Agency Manager | Edit | Edit | View | View | Edit | Edit |
| Producer | View | Edit | Edit | View | Edit | Edit |
| Commission Specialist | View | View | — | Edit | Edit | View |
| Commission Reviewer | — | View | — | Approve | Edit | View |
| Read Only Analyst | View | View | View | View | View | View |
Each role in detail
Agency Manager
Oversees the opportunity pipeline, assignment and review workload.
Can
- Manage Accounts, Opportunities, team members
- View commission statements, relationship activities, review decisions, record attachments, operation receipts
Starts on: Statements to Review
Producer
Owns opportunities and records client follow-up.
Can
- Manage Opportunities, relationship activities, record attachments
- View Accounts, commission statements, review decisions, operation receipts
Starts on: Open Opportunity Pipeline
Commission Specialist
Prepares and reconciles carrier statement records.
Can
- Manage commission statements, record attachments
- View Accounts, Opportunities, review decisions, operation receipts
Starts on: Statement Worklist
Commission Reviewer
Makes independent decisions on submitted commission statements.
Can
- Manage review decisions
- View commission statements, Opportunities, record attachments, operation receipts
Reviews and approves
- Approve commission statements
Starts on: Statements to Review
Read Only Analyst
Reads agency pipeline and commission records for reporting.
Can
- View Accounts, Opportunities, commission statements, relationship activities, review decisions, operation receipts
Starts on: Closed Opportunities
Set up Insurance Agent Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.