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Management Technology
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Create, edit or delete any number of cases with unlimited proposals for each
case.
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Administrators and Supervisors can view, edit or delete any cases belonging to
themselves or their Agents.
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Administrators and Supervisors can re-assign cases to any other user under
their control.
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Administrators can create any number of supervisors and the agents under those
supervisors.
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Supervisors can create any number of agents under them. Add unlimited
Supervisor and User accounts - No limit on the number of illustrations
generated. Create your user network as you see fit, assigning users to
Supervisors as needed.
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Centrally manage user groups and individual accounts - One or more
Administrators of an illustration site can create groups of Supervisors and
Agents under supervision. Instantly add, update and delete user information,
product privileges and transfer cases from one user to another. All from any
location having an Internet connection.
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Specify which carriers can be illustrated by specific users (multi-carrier
Agency site).
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Detailed usage reporting. Administrators and Supervisors can instantly view
up-to-the-minute activity statistics for their users, analyzing user logins,
user cases, user proposals and values of illustrations for any specified
period.
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Real-time collaborative agent training. Train new users right over the phone as
you both review and observe changes made by each other in real-time. Just
refresh the browser to see the changes.
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Instantly create and frequently update home page notices and announcements for
all users. Each site has its own customized notices on its homepage, so any
user logging-in views the latest news and announcements about the site and its
systems. Administrators can edit the news and announcements at any
time...instantly available for all users the next time the visit the homepage.
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