Agent Intelligence by Online Database Solutions

3.93 - What's this?

Agent Intelligence is a web based crm and Administration Solution for the life insurance industry. It is designed to provide both , Sales Management and Database Policy Administration for MGA's, insurance companies and independent brokers, enabling them to conduct their business in a more effective and proficient manner.

policy screenagent prospect screencommissions screenexample report selection screen
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Features

  • » Designed to be fully web based from the start
  • » Messaging collaboration and calendaring between admin and agent
  • » Robust reporting, document storage, integrated email
  • » Full commission tracking and calculation
  • » User customizable product and system setup
  • » Prospect tracking follows the selling cycle
  • » Automatic birthday/policy maintenance/cross marketing notification
English

Supported Technologies

MS Windows Server 2003, Windows 95/98/ME, Windows XP/2000/NT
Microsoft SQL Server
VBScript, VB.net, Java, JavaScript, XML
ASP Hosted, Web-Based (Browser)
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Pricing

Users (# of seats)
sales@onlinedatabasesolutions.com
(905) 943-4448


Agent Intelligence's pricing model is based on a per user calculation with a minimum cost for a full Agency solution.

Additional software product description, benefits, features, and uses.

Additional Product Information


Separate but connected modules cater to the specific needs to the administration staff or the broker/manager based on the login authority that you assign each user.

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