Agents-Affiliates

Take control of your Agents

• Unified view of all your Agent information
• Create Agent in a tree hierarchy downline
• Define your Agent database information
• Assign and customize product information and pricing
• Add and assign Customers to Agent
• Extensive search capabilities to find Agents quickly
• Add and append Agent notes
• Send custom and personalized emails with attachments
• Automated database update tracking for each Agent
• Create unlimited user logins
• Store bank accounts, licenses and credentials
• Setup internal and external representatives
• Upload and categorize Agent documents