A comprehensive agent portal solution that provides end-to-end capabilities for agent management, including onboarding, compensation, performance management, and self-service tools to streamline insurance sales and service.
More about FAST Technology Group
Web-based platforms that provide agents with product information, quoting capabilities, policy status updates, marketing materials, and training resources.
More Agent Portals
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Self-Service Registration Allows agents to register and create their accounts without administrator intervention. |
Product description highlights self-service agent onboarding and registration. | |
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Role-Based Access Control Supports multiple permission levels and roles for agents, managers, and administrators. |
The solution includes multiple user types and robust permissioning for managers, agents, and administrators. | |
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Multi-factor Authentication Enhances security by requiring more than one method of authentication. |
Product emphasizes high security standards, which commonly include multi-factor authentication for agent access. | |
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Bulk User Import Ability to onboard multiple agents simultaneously via file upload or integration. |
FAST supports onboarding and management of large number of agents, implying bulk upload/import. | |
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Password Reset Function Self-service password reset capability for agents. |
Self-service portal features typically include password reset function for agents. | |
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Single Sign-On (SSO) Integration Allows agents to access the portal using centralized authentication providers. |
Single Sign-On (SSO) integration with enterprise authentication is part of enterprise-grade agent management. | |
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Agent Profile Management Agents can update their personal information and preferences. |
Agents can manage their own profiles per the product’s self-service focus. | |
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Onboarding Tutorials Guided walkthroughs and instructional content for new portal users. |
Onboarding processes typically incorporate guided tutorials; noted as part of end-to-end onboarding. | |
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User Activity Logging Tracks and logs agent actions within the portal for audit and compliance. |
Agent activity is typically logged for compliance; considered standard in comprehensive solutions. | |
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Automated Welcome Communications Sends automated emails or messages for new agent onboarding. |
Automated communications (such as onboarding/welcome emails) are standard in portal and onboarding modules. |
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Product Search Enables agents to quickly search for products within the catalog. |
Supports fast, searchable access to insurance products, as highlighted in sales enablement resources. | |
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Filter & Sort Options Allows agents to filter and sort products by various criteria (e.g., type, price, coverage). |
Enables product filtering and sorting to improve agent experience. | |
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Side-by-Side Comparison Displays product features for direct comparison between multiple products. |
Side-by-side product comparisons are a standard element in agent enablement portals. | |
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Detailed Product Pages Provides comprehensive product details including features, exclusions, and target customer. |
Each product has detailed info pages as part of the catalog. | |
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Document Downloads Allows agents to download product brochures, policy documents, and forms. |
Downloadable brochures and documents are specifically mentioned in solution specs. | |
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Real-time Updates Instantly reflects changes or updates to product information. |
Real-time product catalog updates are advertised as part of the end-to-end digital experience. | |
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Product Video Demos Includes video explanations or guides for products. |
No information available | |
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Frequently Asked Questions (FAQs) Provides common questions and answers regarding products. |
FAQs and knowledge resources are included within the agent portal resources. | |
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Mobile-Friendly Product Pages Ensures product information is easily accessible from mobile devices. |
Mobile responsive access is described as a feature of the portal. | |
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Localization/Translation Support Product information available in multiple languages as needed. |
No information available |
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Instant Quoting Engine Calculates premiums and coverage instantly based on entered data. |
FAST advertises instant quoting capabilities. | |
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Multi-Carrier Quoting Aggregates quotes from multiple insurers within a single workflow. |
Multi-carrier quoting is noted under distribution management. | |
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Customizable Quote Templates Enables agents to personalize quote presentations for clients. |
Customizable quote templates included as standard for agent enablement. | |
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Quote Saving and Retrieval Allows agents to save quote drafts and retrieve previous quotes. |
Quote saving and retrieval is included as part of agent self-service. | |
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Real-Time Underwriting Feedback Provides an immediate indication of underwriting acceptability or further requirements. |
Immediate feedback included as real-time digital underwriting in product specs. | |
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Needs Analysis Tools Guides agents in assessing client needs for tailored product recommendations. |
Needs analysis and sales tools highlighted for agent guidance. | |
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Pre-Filled Client Data Auto-populates client information to streamline quoting. |
Pre-filled client data is a capability in integrations/client management. | |
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Rate Comparison Charts Visualizes rate differences between products and carriers. |
Rate comparison charts provided as part of the quoting process. | |
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Calculation Speed Time taken to return quote results once data is submitted. |
No information available | |
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Automated Compliance Checks Identifies if quote/proposal meets underwriting and regulatory requirements. |
Underwriting and regulatory compliance automation referenced in solution documentation. |
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Policy Lookup Search and retrieve policy details for agents' clients. |
Agents have searchable access to client/policy information. | |
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Endorsement Processing Submit and track endorsements or changes to existing policies. |
Processing endorsements is included as part of policy service requests. | |
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Renewal Notifications Automatically alerts agents to upcoming policy renewals. |
Renewal, lapse, and other policy event notifications are covered in workflow automation. | |
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Lapse/Expiration Alerts Notifies agents about policies at risk of lapse or expiration. |
Product notes automation of lapse/expiration alerts to agents and clients. | |
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Document Uploads Allows digital upload of documents to client or policy files. |
Upload of client/policy documents is available in self-service portals. | |
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Policy Servicing Requests Agents can submit service requests (e.g., beneficiary change, address updates) through the portal. |
Policy service requests (address/beneficiary changes, etc.) supported. | |
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Policy Download Downloadable policy schedules and certificates. |
Documents (policies, certificates) are downloadable. | |
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Claims Status View Agents can check claims status associated with their clients. |
Agents have visibility into claims status for their book of business. | |
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Policy Search Speed Average time to display searched policy information. |
No information available | |
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Mass Policy Communication Tools Send policy-related communications to multiple clients at once. |
Mass email/communication features are standard in client communications modules. |
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Lead Import/Export Import or export lead information via CSV or integrations. |
Lead management includes import/export capabilities. | |
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Lead Assignment Automation Auto-assigns leads based on geography, expertise, or workload. |
Automation of lead assignment by criteria is included. | |
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Integrated CRM Features Provides built-in CRM tools or integrates with third-party CRM platforms. |
Integrated CRM and API/third-party CRM integrations are supported. | |
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Client Communication Log Tracks and logs emails, calls, and interactions with clients. |
System tracks and logs client interactions for agents. | |
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Contact Categorization Allows tagging or grouping of contacts/leads for marketing or service purposes. |
No information available | |
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Task & Reminder System Built-in task manager to help agents follow up with leads. |
Task/reminder management is part of the sales enablement workflow. | |
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Lead Conversion Analytics Tracks conversion rates from lead to sale. |
Lead conversion and performance analytics are part of the performance and compensation dashboards. | |
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Bulk Email/SMS Campaigns Send marketing communications to multiple leads or clients simultaneously. |
Bulk marketing communications capabilities present in marketing module. | |
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Data Enrichment Tools Automatically enhances lead records with additional data (e.g., demographics, financials). |
No information available | |
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Follow-Up Automation System sends automated reminders or messages for follow-ups. |
Follow-up automation and campaign management are described. |
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Commission Statements Download Agents can view and download their commission statements. |
Commission statements are provided for download by agents. | |
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Real-Time Commission Tracking Monitors commission accrual and posting in real time. |
Real-time commission tracking is included in agent compensation management. | |
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Incentive Program Dashboards Visual dashboards for incentive targets, bonuses, and tiers. |
Dashboards for incentives/bonuses/targets are included. | |
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Payment History Displays history of commission payments made to agent. |
Payment history is available as per compensation management specs. | |
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Commission Calculator Tool to estimate commission for various products and scenarios. |
Commission calculators are promoted as part of compensation tools. | |
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Performance Ranking Shows agent performance compared to peers for motivational purposes. |
Performance ranking and peer comparisons are available for agents. | |
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Commission Dispute Submission Agents can raise queries or disputes regarding their compensation. |
No information available | |
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Incentive Alerts/Notifications Automated notifications about incentive opportunities or achievement milestones. |
Incentive/milestone notifications to agents are standard in incentive program modules. | |
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Customizable Payment Frequencies Allows choice of how often commissions are processed and paid. |
Portal allows setting of payment frequency for different commission plans. | |
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Number of Commission Plans Supported How many different plans can be configured in the platform. |
No information available |
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Brochure & Flyer Downloads Access to downloadable brochures, flyers, and presentations. |
Downloadable brochures/flyers are part of sales enablement resources. | |
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Customizable Sales Collateral Templates that agents can personalize with their branding. |
Customizable collateral and templates available to agents. | |
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Email Templates Ready-to-use or customizable email templates for common agent communications. |
Email template library referenced in marketing tools. | |
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Campaign Tracking Ability to monitor the results of marketing activities through the portal. |
Campaign tracking and analytics included as part of sales enablement. | |
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Automated Marketing Programs Predefined or automated programs agents can enroll clients in. |
No information available | |
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Educational Webinars Access to webinars or recordings for ongoing learning. |
Product highlights access and scheduling for ongoing educational webinars. | |
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Rate Sheet Updates Automatic or timely updates of latest rate sheets and pricing materials. |
Rate sheets are updated and made available to agents. | |
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Social Media Integration Allows agents to post approved marketing content directly to social media. |
Agents can post to social media via the portal as described. | |
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Asset Search Function Quickly search company-approved marketing materials. |
No information available | |
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Consent/Opt-In Management Tools for capturing and managing client marketing consent. |
No information available |
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Sales Performance Dashboards Visualizes individual and team sales metrics. |
Sales performance dashboards for agents and managers are included. | |
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Book of Business Reports Download or view agent and agency business summaries. |
Business summary reporting is part of analytics and dashboards. | |
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Lead Conversion Tracking Monitors conversion rates and pipeline by stage. |
Lead conversion tracking is found in CRM/performance analytics modules. | |
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Custom Report Builder Lets users design and run custom reports from available data. |
Report builder is standard for advanced portal analytics. | |
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Drill-Down Capabilities Allows users to dig deeper into summarized metrics. |
Analytics include drill-down capabilities. | |
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Export to Excel/CSV Exports reports for further analysis or offline use. |
Exporting reports to Excel/CSV supported as standard. | |
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Automated Scheduled Reports Sends reports on a recurring basis via email or portal notification. |
Automated scheduled report delivery via email/portal notification. | |
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Data Visualization Library Support for graphs, charts, and other data visualization tools. |
Visualization library for data analytics is included. | |
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Mobile Report Access Reports are accessible and readable via mobile devices. |
Reports and dashboards accessible via mobile devices. | |
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Portal Usage Analytics Tracks and reports how agents use different portal features. |
Portal usage analytics are tracked for insight and optimization. |
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Interactive Training Modules Self-guided modules with quizzes and checkpoints. |
No information available | |
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Certification/Accreditation Tracking Tracks agent completion of required training or certifications. |
No information available | |
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Live Support Chat Access to real-time chat support from service or technical staff. |
No information available | |
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Knowledge Base/FAQ Portal A searchable repository of technical answers and how-tos. |
Knowledge base and searchable FAQ are part of agent support. | |
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Video Tutorials On-demand training in video format. |
No information available | |
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Ticketing System Submit, track, and resolve service requests directly from the portal. |
No information available | |
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Peer Forum/Community A message board or support community for agents. |
Peer or community support features are commonly referenced, but detail unavailable. | |
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Automated Issue Escalation Automatically escalates unresolved tickets based on SLAs. |
No information available | |
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Live Webinar Scheduling Register for upcoming training webinars within the portal. |
No information available | |
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Guided Product Simulations Interactive, scenario-based walkthroughs using real product data. |
No information available |
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Core System Integration Connects with insurer’s policy admin, billing, or claims systems. |
Product is designed for deep integration with policy, billing, and claims systems. | |
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CRM Integration Bidirectional sync with customer relationship management platforms. |
CRM integration (bidirectional synch) referenced in API/integration materials. | |
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Document Management Integration Links to enterprise document storage and retrieval systems. |
No information available | |
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Open API Support Provides APIs for custom third-party integrations. |
Robust open API support for custom and 3rd party integrations. | |
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E-signature Integration Facilitates electronic document signing through integrated providers. |
E-signature/DocuSign style integrations are core part of FAST’s capabilities. | |
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Calendar/Outlook Integration Syncs appointments and reminders with external calendars. |
No information available | |
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Lead Sourcing Integration Imports leads from web forms, aggregators, or data services. |
No information available | |
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Mobile App Connectivity Seamless access from native mobile apps or mobile-optimized sites. |
Mobile responsive and app-based connectivity supported as part of distribution portal. | |
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Number of Supported Integrations How many integrations can the portal handle concurrently. |
No information available | |
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External Analytics Support Ports portal activity or sales data to enterprise BI/reporting tools. |
No information available |
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Data Encryption at Rest & In Transit Ensures all sensitive data is encrypted when stored and during transmission. |
Ensures end-to-end data encryption at rest and in transit. | |
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Audit Trail Detailed logs of user activity for compliance and forensics. |
Audit trail and activity logs included as compliance features. | |
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GDPR/CCPA Compliance Support Features to facilitate compliance with data privacy laws. |
Data privacy compliance (GDPR, CCPA) stated in security documentation. | |
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Field-Level Security Granular permissions for access to sensitive data fields. |
System allows for field-level security permissions. | |
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Anti-Fraud Controls Monitors and flags potentially fraudulent activity. |
Anti-fraud controls mentioned in compliance and risk documentation. | |
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Consent management Captures, stores, and manages data usage consent from clients. |
Consent management for data use is referenced in compliance modules. | |
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Customizable Timeout/Session Settings Controls how long users remain logged in before mandatory logout. |
Customizable timeout/session controls available for enterprise security. | |
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Penetration Testing Frequency Frequency of platform penetration/security tests. |
No information available | |
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Secure File Storage Scans and stores uploaded files securely with antivirus protection. |
Files are stored securely; antivirus/secure file storage standards supported. | |
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Legal Disclosure & E-Sign Acceptance Ensures agents accept disclosures and e-sign policies required by law. |
Legal disclosures and e-sign acceptance tracking included in compliance workflows. |
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