Role & Permissions - Broker Management

Managing access and visibly to your system has never been easier. Set up your groups, companies, users, and permissions through our company dashboard. Whether you want to control visibility of your employees, third parties or brokers, access to all areas of the platform can be controlled. 

  • Maintain all business access to your software like sales agents, brokers, insurers, reinsurers, and all the data associated with them.

  • Assign commissions to your brokers at a company and product level.

  • Upload broker logos for white labelled documentation.