Sales Ops for Health Agents
One place for agents to submit every detail of a sale, for admins to approve it, and for the whole floor to see who is writing the most premium today, this week and this month.
Full client profile, one core plan and unlimited add-on products in a single form.
Nothing hits the official stats until an admin reviews and approves it.
Cost per sale by vendor, premium per sale and daily ad spend in one console.