Carrier Appointment Manager

Tracks and manages producer carrier appointments

What you need to use this

  • ✓ Carrier Portals
  • ✓ Appointment Management
  • ✓ Agency Management System

What this agent does

  • Monitors appointments by producer
  • Submits new appointment applications
  • Tracks appointment termination notices
  • Maintains appointment database

Examples of work it does

→ Agent appointed with new carrier in 15 days

→ Caught terminated appointment before commission loss

→ Maintained database for 30 producers across 40 carriers

How to get started

1

Pick

Choose this agent for your business

2

Connect

Give it access

3

Done

Pay when work is done.

Ready to get this agent?

Let's talk about how this fits your business

Request Agent