Weekly Reports and Enhanced Organizational Management
Automated weekly performance reports and improved organizational hierarchy management for upline agencies.
This month's updates focus on keeping you better informed about your business performance and expanding organizational management capabilities for upline agencies.
Weekly Performance Reports
Stay on top of your business with automated weekly summary reports delivered every Monday morning. These comprehensive reports provide a clear overview of your licensing activity and associated costs, helping you track progress and make informed decisions about your operations.
- For Agencies: Agency administrators now receive detailed summaries covering both agency licenses and all onboarded producer licenses, along with complete cost breakdowns for better financial visibility.
- For Individual Producers: Get personalized weekly insights into your licensing portfolio and expenses, delivered directly to your inbox to help you stay organized and plan ahead.
Enhanced Organizational Management
Upline agencies can now seamlessly onboard and manage downline agencies through our improved organizational hierarchy system. This streamlined process simplifies multi-tier agency relationships and provides better oversight capabilities for complex organizational structures.