Agent Office application allows system remote access to company agents. It provides simplified policy writing interfaces for quick sales of standard products. Interfaces can be easily customized for agents by simply switching on or off the underwriting sections, fields and placeholders for editing and/or viewing.

agent office

Functional Highlights

  • Advanced search and filter tools to find policies issued by the agent himself, or other agents at the level below in the hierarchical structure
  • Quick access to Underwriting module with customizable interface
  • Preprinted policy forms issued to the agent and other agents in the level below
  • Fully integrated with Underwriting, Agents Management and Preprinted Forms modules.

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