WebInsure Broker Portal allows appointed Agents and Brokers to assist prospects and customers. The Portal acts as a complete prospect/client management tool. It provides agents with all the tools to track and manage their customers.

Salient Features – Brokers

• Manage list of prospective customers including their contact details, status, etc.
• Search products on behalf of clients
• Send proposals to clients through the system
• Start application on behalf of clients
• Check the status of a submitted application
• Configure notifications
• Generate custom widgets which they can use on various sites to attract qualified traffic
• Monitor sub-broker's sales activities
• Track and receive commissions
• Integrate with online lead generation websites
• Brand the Web site with Agent's contact details, logo, etc.
• View reports like commission, payment, volume by employer and enrollment status etc.