The Agent Portal provides streamlined user access tools, enabling efficient onboarding, predefined roles, and fine-grained permissions. By integrating seamless Single Sign-On (SSO) options and robust role-based controls, we provide an excellent user experience and security while simplifying management processes.
allows Home Office Client Specialists to invite agents to the portal and send reminders to those who have not yet accepted the invitation.
supports the definition of high-level user roles to be defined, such as Agent, Company Admin, Site Admin, and Client Specialist.
enables fine-grained role-based access control (RBAC), allowing custom roles to be created and specific permissions to be assigned to users and resources.
supports login with Google accounts and is modular enough to accommodate other Single Sign-On (SSO) providers, ensuring seamless authentication for CSR, Agent, and Policyholder portals.