Agent Portals

Give agents the online insurance tools they want and need to conduct business with ease and speed. An agent resource center by IdeaStar allows online, password-protected access to critical documents including:

  • Company news
  • Contest rules and results
  • Hierarchy management
  • Individual Agent Web site builders
  • Lead management
  • Marketing information
  • Profile information
  • Quoting platforms
  • Training
  • Web sites for individual agents
  • Forms, forms, and more forms

The information and forms your agents need are right there at the click of a button. Save time as well as printing and mailing costs. Combined with a hierarchy management system, a Web-based agent resource center draws agents to your company.  Hierarchy management systems allow both the home office and field distribution to efficiently manage the sales force in a secure, paperless environment. 

What do you need to help your agents work smarter? Contact IdeaStar’s Mike Wise at 800.766.2635 ext. 116. Or click the Contact button and start a conversation.

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