The Agent Portal provides a customer service solution and read-only access portal for outside agents. The Agent Portal product is commonly implemented in conjunction with Gen4's General Agency management system.
With the agent portal, a producer has access to all cases they placed with your agency, key contact, phone, address information, and detailed specifications on the policies you're managing for the customers. Fully integrated with Gen4's commission system, the agent portal provides producers with access to each month's commission runs, year to date commission reporting, ad-hoc commission reporting, relieving your commission manager from constant phone calls and emails requests.
Available in small package and large package sizes, the agent portal can be a valuable solution whether your agency is only working with a few outside producers or hundreds of outside producers.