Insurance Brokerage
Workforce Manager
Streamline your insurance brokerage operations with comprehensive employee management, license tracking, and compliance monitoring.
Hierarchy Management
Visualize and manage reporting relationships with intuitive org charts and hierarchy views.
License Tracking
Track resident and non-resident licenses across all states with automatic expiration alerts.
Compliance
Maintain compliance with document tracking, appointments, and DNH list management.
Reports & Analytics
Generate comprehensive reports on workforce metrics, compliance, and licensing status.