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Product

Sales Analytics

A quick snapshot of existing business. Our platform can dive into historical reporting features within each section of the partner login.

Powerful Sales Analytics

View historical sales records along with live at a glance analytics to help power your sales team. View payment details including Processing Status, Declines, Cancellations, Terminations, and Fulfillment Status.

See status for active policies and a commissions snapshot as well.

 

Track Retention

Keep track of active and enrolled policies with ease.

See status for active policies, cancellations, and morel.

 

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