Features
Key Features
These key features of Agency Compass empower insurance agencies to streamline their operations, enhance productivity, and deliver exceptional service to their clients.
Interactive Dashboards
Executive Dashboard
A holistic view of your agency's performance.
Manager Dashboard
Insights into team performance, sales targets, and operational efficiency.
Producer Dashboard
Track progress, identify growth opportunities, and exceed targets.
Effortlessly manage clients and policies, centralize information, and handle updates, renewals, and claims efficiently.
Capture, track, and nurture leads. Generate accurate quotations easily and convert prospects into clients with competitive rates.
Instantly access rates from multiple insurance companies within our platform, providing accurate quotes in real-time.
Transparent and automated commission tracking, ensuring accurate calculations and timely payments.
Additional Features
- Interactive Dashboards
- Client and Policy Management
- Task Management
- Quotes Management
- Renewal Center
- Invoices and Receipts
- Reports
- ACORD Forms
- Commission and Reconciliation
- Files and Document Storage
- Email Templates
- Automatic Workflows
- Data Export to Excel
- Data Import
- Manage Health Clients and Policies
- Customizable Health Reports
- User Permissions
- Two-Factor Authentication
Integration with Office 365 for Email and Twilio for SMS
Seamless communication and collaboration, with email and text messaging capabilities to enhance client engagement.
Testimonials
