Product is available as a SaaS solution and requires no additional hardware.
Vendor works with small companies.
Contact vendor directly for case studies.
Agent Intelligence is sales management and policy administration software designed to support insurance agents and advisors. The platform tracks multiple policy aspects, displays policies in editable policy detail pages, and is designed to track policies with multiple carriers, riders, insured individuals or beneficiaries.
The software is equipped with an automatic multi-level commissions calculator that allows users to configure commission levels, percentage payouts and override rules, as well as calculate first-year commissions based on the user’s agency structure. Additionally, the platform is equipped with client management tools including a searchable client and polity database, client photo upload capabilities, and client-based calendar event creation.
Online Database Solutions was founded in 2001.