What you get
Connect your identity provider and require SSO per agency.
Seats created and removed from your directory, so leavers lose access the same day.
A second factor required for sensitive actions such as vault fields and payout approval.
Admin roles require a YubiKey at sign-in, enforced through your identity provider. Two keys are issued per admin, with a sealed backup held by your security officer.
Directory groups map to Kaffeine roles, so permissions follow the org chart.
Any support impersonation is logged with who, when and what was viewed.
Enterprise
Access reviews answer who could see what, when, and on whose authority, including read-only entry into linked downline agencies.
Live carrier rates for Medicare Supplement, hospital indemnity, dental, vision and final expense, saved to the client's record.
Learn moreVoice, SMS, call recording and inbound routing behind the browser softphone and the power dialer.
Learn moreA guided move off Radius Bob: clients, policies, notes and attachments, checked with a dry run before anything counts.
Learn moreEntity APIs, workflow webhooks and signed callbacks for lead vendors, carrier feeds and your own systems.
Learn more