What's included
Next actions ranked by urgency, with Dial now straight into the dialer.
Accruals, chargebacks, advances and payout history, cross-checked against the commission engine.
Net commissions, pending payout, appointments and expiring credentials on one page.
Active appointments, ready-to-sell, expiring credentials and onboarding progress for the team.
A guided path per producer, so nobody chases paperwork by email.
Modules, playbooks and role-play inside the product, plus team targets and a leaderboard.
Seats and roles
Owners and administrators manage seats, roles and permissions in one place. Recruiting runs seven stages from first contact to active, with activation tied to ready-to-sell.
Licences, appointments, E&O, AHIP and carrier certifications in typed registers, with ready-to-sell computed per carrier, state and plan year.
Learn moreStatements in, producers paid to the contract, books that close. A commission engine with a double-entry ledger underneath.
Learn moreDashboards for pipeline, performance, policies and carriers, a report builder, scheduled delivery, and drill-down to the records behind any figure.
Learn moreBean, the assistant on every page, shows its sources and waits for your approval before it changes anything. Plus a live call coach and Rachel for your website.
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