ADMINISTRATION

 

Simple and easy to read reporting allow you to know enrollment status all the time.

On-Line
There's no "waiting until we mail" to know how the campaign is going.  Real time reporting allows instant access to how many agents have ordered, who they are and to which clients they're mailing.

Real Time
You're looking at a report and an agent completes his order, your report can be set to reflect that change automatically.

Monitoring
Sometimes new process can be confusing.  We can "watch" each agent's progress through the enrollment process.  If an agent looks "confused" or is progressing through the process in an abnormal way we can contact the agent and help him get "back on track" or answer his questions.

"LiveSpeak"
Through our leading edge technology, we can open a session of "LiveSpeak" which is a real time chat session to assist with trouble shooting or agent questions.