Smart Agent

Powerful tools for agents to stay connected to the agency

Agency Leader Corporation (ALC) is an insurance agency, and the business entity is registered and privately owned by an agency manager.

Smart Agent is the app for ALC agents to use. It is a very powerful tools for agents to stay connected to the agency, by receiving latest updates, as well as receiving info to monitor their group and personal production.

User can also view upcoming events, adding the event into own phone calendar. There's a video training section for agents to improve their communication skill and product knowledge.

Results will be shown in Month-To-Date, Year-To-Date, Monthly, Yearly, Past Years Comparison, Growth Analysis, and many more. Agents may also search their own policies for reference.

Push notification

All managers and agents will get notified whenever that’s a case submission, competition updates and announcement within their own agency.

What's New in the Latest Version 1.2.2