Access ManagementTAPP

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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.

exclusive features

Agent Invitation

allows Home Office Client Specialists to invite agents to the portal and send reminders to those who have not yet accepted the invitation.

Role-Based Access Management

supports the definition of high-level user roles to be defined, such as Agent, Company Admin, Site Admin, and Client Specialist.

Role-Based Access Control

enables fine-grained role-based access control (RBAC), allowing custom roles to be created and specific permissions to be assigned to users and resources.

Google Sign-in

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.

Ready to streamline agent workflows and enhance efficiency? Request a demo of the Agent Portal today!

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