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Online Database Solutions Agent Intelligence Review
Product Snapshot
Product Pricing
- Free 30-day trial
- Pricing starts at $24.99 per month
Technology
Product is available as a SaaS solution and requires no additional hardware.
Customer Focus
Vendor works with small companies.
Select Customers
Contact vendor directly for case studies.
About Agent Intelligence
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.
About the Company
Online Database Solutions was founded in 2001.
Agent Intelligence Insurance Key Features
- Reuseable custom report creation
- Integrated drag-and-drop calendar
- Client profile and policy notation capabilities
- General agent (GA) database, tracking and management tools
- Automatically attaches calendar events to relevant client profiles
- Tracks policy requirements, commissions, payments and notes
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