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Recurring billing and collections for businesses that charge clients every month: funeral and health plans, memberships, condos, schools, gyms, utilities and service…
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Insurance Agency Portal template
Portal between a main insurance agency and its sub-agencies: sub-agencies send requests (endorsements, certificates, claims, renewals) and talk them through with the main office under an SLA, each one seeing only its own clients, policies and commissions.
by AgentUIUpdated November 13, 2026
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What's inside the Insurance Agency Portal template
- The main agency also tracks renewals, tasks, invoices and payments, and reconciles carrier commission statements from CSV.
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