See who has which members, and what the carrier kept.
Your team's work, counted plainly and checked against the carrier's own files. Every action on the record.
The book and the team, in one place
AOR means agent of record: the licensed agent the carrier lists on the policy.
- The book by agent of record and by CSR.
- Assign members, or even out the book across the team.
- Reports of who worked what, and what the carrier confirmed.
- The renewal season's pace toward a target.
- Members sent to the manager, and appointments for the team.
- Set up a new CSR's first authenticator.
The carrier's next file has the last word
A renewal or a payment is a claim until the carrier's own file agrees. Here is one renewal's path.
The CSR records "Renewed with binder"
RecordedIt counts on her day right away, with who, what and when on the member's history.
The app reads it
Every member is matched against what the carrier now says, with that file's date.
The renewal is confirmed
ConfirmedReports count it as confirmed, beside her recorded count.
It stays visible
Not confirmedNothing is quietly erased. The save stays on the record, and the screen says what the file said, for example: The carrier's file of 11/22 says not renewed.
Counts and labels you can check
Calls, members touched, results by kind, renewals recorded and renewals the carrier confirmed. Per CSR and per team, by day, week, month and season.
New lists without a rebuild
A campaign is configuration: which carrier report feeds a list, what a member must show to be on it, and which results close it. Any combination of the carrier's reports becomes insight into a member and what about their policies is at risk. Offices, agents of record and house accounts are settings too.
Audits read the history, not anyone's memory
Each press is journaled with who, what and when, in a history nothing can rewrite. Results line up with the dialer's own dispositions. A save can be undone the same day, and the undo is recorded too.
Who can get in, and what they see
- Outside the office, signing in takes an authenticator code.
- The app checks whether a sign-in comes from the office network.
- Wrong guesses lock the account.
- One session per person.
- Each role sees its own screens: CSR, manager, admin.
Open it as a manager
The demo opens as a manager or as a CSR, with sample data. No sign-up.