Burnt out by...
Monitor progress toward trips and other incentives.
Track agent production and milestones.
Easily answer commissions questions.
Navigate hierarchies with ease.
Stay on top of all communication.
Track your agents’ pending cases.
Easily view Carrier, contracts and levels.
All case details in one place.
Drop the busy work.
Automate app data entry.
Integrate with external platforms to update cases.
Sync all communication.
From submission to commission.
Standardize your processes to ensure your team follows a consistent process, so every agent gets the same professional service every time.
Stay on track.
Follow-ups
Never lose sight of what you need to do next.
Calendar
Organize your workload to stay on top of your day and avoid stress.
Pending Cases
Know where you stand with pending cases and monitor cycle times.
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Simplify agent communication.
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Mobile App
Give agents access to all case details through the Agent Portal on the mobile app.
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Encrypted Emails
Send secure, detailed case updates or case reports via encrypted email.
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Text Messages
Send agents text notifications with direct links to view their cases in the portal.
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In-App Messaging
Allow your team and agents to ask questions on cases directly through in-app messaging.
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Deliver case reports straight to agents' inboxes, providing them with all the data they need.
Web Portal
Allow agents to submit new applications through the web portal, ensuring a smooth process without paperwork.
Assistant Login
Give assistants secure access to the portal to view case progress and track statuses.
Mobile App
Give agents access to all case details through the Agent Portal on the mobile app.
Encrypted Emails
Send secure, detailed case updates or case reports via encrypted email.
Text Messages
Send agents text notifications with direct links to view their cases in the portal.
In-App Messaging
Allow your team and agents to ask questions on cases directly through in-app messaging.
Deliver case reports straight to agents' inboxes, providing them with all the data they need.
Web Portal
Allow agents to submit new applications through the web portal, ensuring a smooth process without paperwork.
Assistant Login
Give assistants secure access to the portal to view case progress and track statuses.
Catch commissions mistakes and avoid costly errors.
DISCOVER ICM
Reports & Dashboards
Data that works for you (for a change).
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Help is here. Whenever and however you need it.
Integrations
500+ integrations to automate the busy work.
Developer's Guide
Resources to unlock the full potential of our platform.
Newsletter
Receive the latest updates and product news.
Case Studies
Explore real success stories.
FAQs
Get answers to your most pressing questions.
Release Notes
Stay up to date with our latest improvements.
Blog
Insights and industry trends to stay ahead.
Integrations
500+ integrations to automate the busy work.
Developer's Guide
Resources to unlock the full potential of our platform.
Newsletter
Receive the latest updates and product news.
Case Studies
Explore real success stories.
FAQs
Get answers to your most pressing questions.
Release Notes
Stay up to date with our latest improvements.
Blog
Insights and industry trends to stay ahead.
Launch Journey
Your roadmap to maximizing your use of technology and achieving your goals. We analyze your workflows and systems, create a customized blueprint, and work alongside you to implement it.
Get a Preview of Our Launch Blueprint
Download a free audit to uncover opportunities for optimizing your processes and maximizing your use of technology.
