Agent Portal
Streamline Workflows And Empower Your Team
The Agent Portal is designed to streamline workflows, simplify policy management, and strengthen communication between agents and home offices. With a focus on usability and flexibility, the portal empowers agents to work efficiently while delivering exceptional service to policyholders.
The Agent Portal provides a seamless and intuitive experience for agents, enabling them to save time with user-friendly tools, improve communication with home offices and clients, and access critical information efficiently. By empowering agents to deliver exceptional service to policyholders, the portal helps organizations achieve superior customer satisfaction and operational excellence.
Built on a modular architecture, the Agent Portal is engineered for maximum flexibility and scalability. It supports real-time updates, allowing administrators to make changes to configurations without disrupting the portal’s functionality. Additionally, the platform features robust role-based access control, enabling granular permissions for agents, administrators, and customer service representatives (CSRs). With integration options that include Firelight, Datadog, and Site24x7, the Agent Portal ensures enhanced functionality and seamless connectivity with existing systems.
Agent Portal Key Features
Access Management
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.
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.
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.
Monitoring
Our Agent Portal empowers administrators with real-time visibility into agent and Home Office Specialist activities while ensuring proactive system health and performance management.
User Activity
allows company administrators to monitor agent activity for External Company Admins and CSR activity for Internal Company Admins.
Site 24*7 Monitor
integrates with the portal to track the health and status of each module, providing proactive performance tracking and issue management.
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.
User Experience
Our Agent Portal provides excellent user experience focused on delivering intuitive interfaces and streamlined workflows to improve productivity and satisfaction for agents, CSRs, and administrators. Features are designed to enhance accessibility and usability across platforms.
Dashboard
The Dashboard provides agents with a customizable first screen featuring widgets like policy search, client search, recent commission statements, reports, and Firelight single sign-on (SSO).
Custom Branding
enables configuration of the portal’s logo and branding to match the carrier or company’s preferences, enhancing user recognition and experience.
System Flexibility
Our Agent Portal offers unparalleled flexibility, enabling administrators to make real-time updates and adapt workflows without disrupting operations.
Dynamic Configuration
provides configurable values for your system administrator, such as downloadable forms, versions, titles, availability, branding themes, logos, color schemes, and widget styles. Allows administrators to make configuration updates in real-time in an intuitive KeyValue user interface, enabling flexibility without downtime.
Modular Architecture
provides active start/stop/rollback of individual modules during business hours without downtime. Integrated with source control for transparency in deployments and updates.
Testing & Development
Our Agent Portal simplifies the testing and deployment process, offering robust tools to ensure smooth implementation and reliable operation for all users.
Built-In Feature Testing
allows the portal to operate using Development, Testing, and Production environments, paralleling carrier or company preferences to establish smooth deployments and debugging.
Optional Features
Collaboration Tools
Our Agent Portal enhances collaboration between agents and Home Office Specialists by providing tools for seamless communication and efficient information exchange.
Agent Chat
enables agents to start and manage policy-specific chats with Internal Specialists, which can be paused and resumed over time, with conversations archived as PDFs in the carrier or company’s imaging system.
Document Workflows
Our Agent Portal simplifies document management and streamlines workflows, allowing users to efficiently upload, process, and organize critical information.
E-Sign Automation
automates the sending and processing of e-signed documents. Pricing includes a base cost plus an additional fee for each form added.
E-Sign Workflow
allows the Internal Specialist to redirect a form to a different email address, view e-signed documents, and forward e-signed documents to carrier or company imaging. This is a companion module to the E-sign Automation module.
File Upload
enables agents to upload files directly to the Home Office for enhanced productivity and efficiency.
Forms Management
enables publishing and retiring of forms for companies with large inventories, including reporting on form availability which supports compliance.
Outlook Imaging Plugin
accelerates inserting email attachments into the imaging system from Outlook by scanning emails for policy numbers and additional details to index for easier retrieval.
The Resources Page
provides a place for agents to download essential forms and documents with optional categorization. Allows for real-time document updates.
Policy & Claims Management
Our Agent Portal provides comprehensive tools to manage policy and claims workflows, ensuring accuracy and efficiency across processes.
Commission Download
allows agents and home office users to download commission statements generated by the Policy Administration System (PAS).
At-Risk Policy Display
presents a list of policies requiring attention from agents, helping prioritize tasks and reducing the risk of policy lapses by focusing on critical actions.
Claims (Beta)
supports agents in submitting claims in preneed environments with updates managed by the Home Office to accelerate claims processing and improve client satisfaction.
Policy Display
shows detailed policy-specific data customized for each product. Provides flexibility to meet varying requirements across products or carriers.
Policyholder Portal
Our Agent Portal also provides an enhanced experience for policyholders via the Policyholder Portal with self-service capabilities.
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.
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.
Reporting & Analytics
Our Agent Portal provides powerful reporting and analytics tools that empower agents and administrators to make data-driven decisions efficiently.
Commission Spreadsheet
provides enhanced commission reporting via spreadsheets, a Tapp Solutions exclusive feature, offering actionable insights.
Quick Reports
unleashes fast downloads of spreadsheet reports with rapid creation of new reports to support data-driven insights.
Simple Scheduler
automates report delivery on a set schedule (e.g., each morning or afternoon) to reduce manual handling.
Third-Party Integrations
Our Agent Portal simplifies document management and streamlines workflows, allowing users to efficiently upload, process, and organize critical information.
AgentSync Interface
The AgentSync Interface receives agent data from AgentSync and updates the policy administration system (within system constraints) to reduce administrative burden.
Firelight Integration
provides single sign-on for agents to access Firelight to boost agent productivity. Additional Firelight integrations are in progress.
Twilio Integration
makes voice signature recordings available immediately on the CSR portal to speed document verification.
FormKiQ Integration
supports an open-source imaging system (document archive), for storage and display of documents.
Mailchimp Marketing Email Archive
maintains marketing emails for display to agents or for compliance purposes.
Mailchimp Transactional Email
enables creation and management of agent email templates for transactional communications to ensure customizable and consistent communication.
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