Agent/Broker Onboarding
Registration, KYC/licensing, contracts, and digital acceptance.
End‑to‑end distribution management for agents, brokers, and bancassurance: onboarding & licensing, hierarchies & territories, targets & incentives, commission rules & statements, advances/clawbacks, contests, and performance dashboards — with partner portals and mobile.
Registration, KYC/licensing, contracts, and digital acceptance.
Multi‑level hierarchies, transfers, splits, and territory mapping.
Monthly/quarterly targets, bonus tiers, MDRT‑style rewards, and leaderboards.
Product/channel rules, splits, first‑year/renewal, persistency, and overrides.
Advance policies, clawback schedules, and balance tracking.
E‑statements, payee validation, split payouts, and reconciliation.
License expiries, required training (CPD), exams, and attestations.
Configurable contests, prizes, and real‑time rankings.
New business, persistency, conversion, and activity metrics.
Quotations, applications, statements, documents, and announcements.
Ticketing for commission disputes, escalations, and SLA tracking.
PAS, billing, payment gateway/VA, DWH/BI, CRM, and e‑sign.