The Portal

One portal. Every call, agent and dollar.

Watch your agents work live. Keep every customer in a built-in CRM. See each application next to its call. Know where every dollar went. Every client gets a login.

Get your rate Client login

Your agents

Know who’s selling right now.

  • See who’s ready, who’s on a call and for how long
  • Calls, talk time and applications for every agent, today
  • Pull up any agent’s calls and recordings
Agent tiles showing who is ready and who is on a call, with calls, talk time, applications and closing percentage today

Customers

Follow up with every caller.

  • A built-in CRM for every agent. No extra software.
  • Each agent sees their own customers. You see everyone’s.
  • Notes, tasks and follow-ups on every customer
An agent’s customer list with prospects, stages, follow-ups and states

Applications

Every sale, tied to the call that made it.

  • Carrier, face amount and premium on every application
  • Open the call and customer behind any application
  • Closing percentage by agent
Applications page listing carrier, plan, face amount, premium and agent for each application

Statements

Know exactly where your money went.

  • Your prepaid balance and every charge against it
  • Request a top-up in one click
  • A downloadable statement for every month
Statements panel with a PDF and CSV download for each month

Included

Also in every login

Everything else that comes with your portal.

  • Every call, with its recording

  • Your hours, states and daily cap

  • Return requests from your call log

  • Monthly statements

  • Browser softphone for your agents

  • Team invites and password resets

Get started

Your agents take the calls. You pay for applications.

Tell us your states, how many agents you have and how many calls a day you want. We’ll send your rate and your agreement.

Get your rate