Your network's source of truth enables your staff to access and manage AR profiles, statuses and other relevant information in a secure and central location.
AR Self-Serve Portal
Enable your ARs to be self sufficient with access to all relevant resources from messages, files and reporting that you require to stay compliant and keep writing business.
Background checks and KYC workflows guide potential ARs through a customisable application process that staff can track and manage from a central dash.
Securely communicate sensitive information with your network and track engagement through insights.
Distribute files and documentation to your ARs with version control and insights for compliance reporting.
|Licensee manager||AR Portal|
|Insights & reporting|
|Policy register insights & reporting|
|Messaging insights & reporting|
|Resource center insights & reporting|
|Business intelligence||Dashboard & drill down reporting|
|Financial ledgers & disbursement reports|