Explore how our multi-level insurance distribution platform operates. Switch between the Owner, Team Leader, Partner, Advisor, and Client views to see the interface designed for every stakeholder in your network.
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Comprehensive key metrics tracking total premium, active policies, advisor count, and sales growth.
Detailed lookup of policies, renewal alerts, and collection status for motor, life, and health.
Manage multi-level partner hierarchy and advisor profiles with assignments and commission structures.
Visualize premium growth, agent performance stats, and detailed analytics on your distribution network.
Monitor team goals, active contests, premium volume, and upcoming client renewals.
Actionable performance charts showing top advisors, active target progress, and month-over-month sales.
Check active clients, target progress metrics, policies due for renewal, and contest achievements.
Access detailed profile data, active policies, payment history, and customer relations notes.
Self-service view for policy details, receipts download, due date notifications, and advisor coordination.
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