CONFIDENTIAL PROJECT

Insurance Agency Admin ERP — Leads and Agent Control

Agency owners see agents, leads and campaigns. Missed follow-up stops being invisible.

InsuranceAdmin ERPLeadsAgents13:25

What this demo shows

  • DSA, agency and agent hierarchy in one admin console.
  • Lead allocation and campaign oversight for the people who own the book.
  • Calling visibility so a missed follow-up is an operations event.

Selected projects are presented without confidential client identities where required. The recording is the system — not a slide deck.

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