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EverQuote Pro Agent Portal from EverQuote Pro

The EverQuote Pro Agent Portal allows agents to manage leads, track performance, and access a variety of marketing tools to convert potential customers into policyholders.

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Product analysis by function

Agent Portals for Distribution and Agency Management

Web-based platforms that provide agents with product information, quoting capabilities, policy status updates, marketing materials, and training resources.
More Agent Portals More Distribution and Agency Management ...

User Access & Onboarding
(3 Yes /3 Known /10 Possible features)

Product Information & Catalog
(4 Yes /4 Known /10 Possible features)

Quoting & Illustrations
(0 Yes /0 Known /10 Possible features)

Policy Management
(2 Yes /2 Known /10 Possible features)

Lead & Client Management
(7 Yes /7 Known /10 Possible features)

Commissions & Incentives
(0 Yes /0 Known /10 Possible features)

Marketing & Sales Resources
(7 Yes /7 Known /10 Possible features)

Reporting & Analytics
(6 Yes /6 Known /10 Possible features)

Training & Support
(2 Yes /2 Known /10 Possible features)

Integration & Connectivity
(4 Yes /4 Known /10 Possible features)

Security & Compliance
(2 Yes /2 Known /10 Possible features)

Reinsurance Accounting Solutions for Reinsurance

Applications that manage complex financial transactions between insurers and reinsurers, including premium payments, loss recoveries, and commissions.
More Reinsurance Accounting Solutions More Reinsurance ...

Core Transaction Processing
(0 Yes /0 Known /10 Possible features)

Contract Management
(0 Yes /0 Known /10 Possible features)

Data Integration and Interoperability
(1 Yes /1 Known /10 Possible features)

Accounting & Reporting
(0 Yes /0 Known /10 Possible features)

Claims & Settlements Management
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(1 Yes /1 Known /10 Possible features)

Automation & Workflow
(3 Yes /3 Known /10 Possible features)

Analytics & Business Intelligence
(5 Yes /5 Known /10 Possible features)

User Experience & Usability
(6 Yes /6 Known /10 Possible features)

Customer Support & Vendor Services
(4 Yes /4 Known /10 Possible features)

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Self-Service Registration Allows agents to register and create their accounts without administrator intervention.		EverQuote Pro Agent Portal allows agents to self-register for access (based on product onboarding materials).
Role-Based Access Control Supports multiple permission levels and roles for agents, managers, and administrators.		No information available
Multi-factor Authentication Enhances security by requiring more than one method of authentication.		No information available
Bulk User Import Ability to onboard multiple agents simultaneously via file upload or integration.		No information available
Password Reset Function Self-service password reset capability for agents.		The portal supports self-service password reset via email verification (as per documentation/Login FAQ).
Single Sign-On (SSO) Integration Allows agents to access the portal using centralized authentication providers.		No information available
Agent Profile Management Agents can update their personal information and preferences.		Agents can update profile info and preferences such as notification settings.
Onboarding Tutorials Guided walkthroughs and instructional content for new portal users.		No information available
User Activity Logging Tracks and logs agent actions within the portal for audit and compliance.		No information available
Automated Welcome Communications Sends automated emails or messages for new agent onboarding.		No information available

Product Search Enables agents to quickly search for products within the catalog.		No information available
Filter & Sort Options Allows agents to filter and sort products by various criteria (e.g., type, price, coverage).		Leads and marketing tools can be filtered and sorted based on criteria like lead type and status.
Side-by-Side Comparison Displays product features for direct comparison between multiple products.		No information available
Detailed Product Pages Provides comprehensive product details including features, exclusions, and target customer.		No information available
Document Downloads Allows agents to download product brochures, policy documents, and forms.		Agents can download documents (lead info, sales reports, etc.) from the portal.
Real-time Updates Instantly reflects changes or updates to product information.		No information available
Product Video Demos Includes video explanations or guides for products.		No information available
Frequently Asked Questions (FAQs) Provides common questions and answers regarding products.		Extensive FAQ for common product/lead/marketing questions on the help site supports this.
Mobile-Friendly Product Pages Ensures product information is easily accessible from mobile devices.		The portal is browser/mobile responsive according to vendor documentation and user reviews.
Localization/Translation Support Product information available in multiple languages as needed.		No information available

Instant Quoting Engine Calculates premiums and coverage instantly based on entered data.		No information available
Multi-Carrier Quoting Aggregates quotes from multiple insurers within a single workflow.		No information available
Customizable Quote Templates Enables agents to personalize quote presentations for clients.		No information available
Quote Saving and Retrieval Allows agents to save quote drafts and retrieve previous quotes.		No information available
Real-Time Underwriting Feedback Provides an immediate indication of underwriting acceptability or further requirements.		No information available
Needs Analysis Tools Guides agents in assessing client needs for tailored product recommendations.		No information available
Pre-Filled Client Data Auto-populates client information to streamline quoting.		No information available
Rate Comparison Charts Visualizes rate differences between products and carriers.		No information available
Calculation Speed Time taken to return quote results once data is submitted.		No information available
Automated Compliance Checks Identifies if quote/proposal meets underwriting and regulatory requirements.		No information available

Policy Lookup Search and retrieve policy details for agents' clients.		Agents can look up client lead and sale information and access their policies if integrated with carrier systems.
Endorsement Processing Submit and track endorsements or changes to existing policies.		No information available
Renewal Notifications Automatically alerts agents to upcoming policy renewals.		No information available
Lapse/Expiration Alerts Notifies agents about policies at risk of lapse or expiration.		No information available
Document Uploads Allows digital upload of documents to client or policy files.		Agents can upload required compliance and sales documents to their lead/client folders.
Policy Servicing Requests Agents can submit service requests (e.g., beneficiary change, address updates) through the portal.		No information available
Policy Download Downloadable policy schedules and certificates.		No information available
Claims Status View Agents can check claims status associated with their clients.		No information available
Policy Search Speed Average time to display searched policy information.		No information available
Mass Policy Communication Tools Send policy-related communications to multiple clients at once.		No information available

Lead Import/Export Import or export lead information via CSV or integrations.		Supports CSV import/export of leads and integration with lead providers.
Lead Assignment Automation Auto-assigns leads based on geography, expertise, or workload.		Portal auto-assigns leads based on zip code, agent settings, or rules.
Integrated CRM Features Provides built-in CRM tools or integrates with third-party CRM platforms.		Native lead management tools act as a built-in CRM for follow up and tracking.
Client Communication Log Tracks and logs emails, calls, and interactions with clients.		No information available
Contact Categorization Allows tagging or grouping of contacts/leads for marketing or service purposes.		No information available
Task & Reminder System Built-in task manager to help agents follow up with leads.		No information available
Lead Conversion Analytics Tracks conversion rates from lead to sale.		The system reports show conversion metrics from lead to sale.
Bulk Email/SMS Campaigns Send marketing communications to multiple leads or clients simultaneously.		Built-in tools for SMS/email drip campaigns and bulk notifications to clients/leads.
Data Enrichment Tools Automatically enhances lead records with additional data (e.g., demographics, financials).		The system automatically enriches lead/contact records with additional info such as quote history and client data.
Follow-Up Automation System sends automated reminders or messages for follow-ups.		Agents can set and automate follow-up reminders and lead outreach sequences.

Commission Statements Download Agents can view and download their commission statements.		No information available
Real-Time Commission Tracking Monitors commission accrual and posting in real time.		No information available
Incentive Program Dashboards Visual dashboards for incentive targets, bonuses, and tiers.		No information available
Payment History Displays history of commission payments made to agent.		No information available
Commission Calculator Tool to estimate commission for various products and scenarios.		No information available
Performance Ranking Shows agent performance compared to peers for motivational purposes.		No information available
Commission Dispute Submission Agents can raise queries or disputes regarding their compensation.		No information available
Incentive Alerts/Notifications Automated notifications about incentive opportunities or achievement milestones.		No information available
Customizable Payment Frequencies Allows choice of how often commissions are processed and paid.		No information available
Number of Commission Plans Supported How many different plans can be configured in the platform.		No information available

Brochure & Flyer Downloads Access to downloadable brochures, flyers, and presentations.		Downloadable collateral (brochures, flyers, presentations) from marketing center in the portal.
Customizable Sales Collateral Templates that agents can personalize with their branding.		Agents can use/edit customizable marketing collateral with their contact info or logo.
Email Templates Ready-to-use or customizable email templates for common agent communications.		Library of email templates and canned language available to agents.
Campaign Tracking Ability to monitor the results of marketing activities through the portal.		Portal provides campaign analytics, including open rates, clicks and conversions for email/SMS campaigns.
Automated Marketing Programs Predefined or automated programs agents can enroll clients in.		Agents can set up automated drip and nurture sequences (as described in marketing features list).
Educational Webinars Access to webinars or recordings for ongoing learning.		Educational live and recorded webinars available for agents through resource center.
Rate Sheet Updates Automatic or timely updates of latest rate sheets and pricing materials.		Rate sheet and pricing updates are posted in the agent resource library.
Social Media Integration Allows agents to post approved marketing content directly to social media.		No information available
Asset Search Function Quickly search company-approved marketing materials.		No information available
Consent/Opt-In Management Tools for capturing and managing client marketing consent.		No information available

Sales Performance Dashboards Visualizes individual and team sales metrics.		Sales dashboards show lead, conversion, and sales activity by individual and team.
Book of Business Reports Download or view agent and agency business summaries.		Book of business and pipeline summary reports are downloadable.
Lead Conversion Tracking Monitors conversion rates and pipeline by stage.		Conversion tracking by stage and campaign source is available in reporting tools.
Custom Report Builder Lets users design and run custom reports from available data.		No information available
Drill-Down Capabilities Allows users to dig deeper into summarized metrics.		No information available
Export to Excel/CSV Exports reports for further analysis or offline use.		Reports can be exported to Excel/CSV for offline analysis.
Automated Scheduled Reports Sends reports on a recurring basis via email or portal notification.		No information available
Data Visualization Library Support for graphs, charts, and other data visualization tools.		Standard reporting includes graphical charts (e.g., pie chart for lead distribution by type).
Mobile Report Access Reports are accessible and readable via mobile devices.		Reports are mobile-accessible via browser interface.
Portal Usage Analytics Tracks and reports how agents use different portal features.		No information available

Interactive Training Modules Self-guided modules with quizzes and checkpoints.		No information available
Certification/Accreditation Tracking Tracks agent completion of required training or certifications.		No information available
Live Support Chat Access to real-time chat support from service or technical staff.		No information available
Knowledge Base/FAQ Portal A searchable repository of technical answers and how-tos.		A robust searchable help and FAQ resource is available to agents.
Video Tutorials On-demand training in video format.		Library of video tutorials for using platform features is offered through the portal.
Ticketing System Submit, track, and resolve service requests directly from the portal.		No information available
Peer Forum/Community A message board or support community for agents.		No information available
Automated Issue Escalation Automatically escalates unresolved tickets based on SLAs.		No information available
Live Webinar Scheduling Register for upcoming training webinars within the portal.		No information available
Guided Product Simulations Interactive, scenario-based walkthroughs using real product data.		No information available

Core System Integration Connects with insurer’s policy admin, billing, or claims systems.		Platform can be integrated with agency management and carrier systems for lead delivery (API, etc.).
CRM Integration Bidirectional sync with customer relationship management platforms.		No information available
Document Management Integration Links to enterprise document storage and retrieval systems.		No information available
Open API Support Provides APIs for custom third-party integrations.		Open API documentation available for custom integration of leads and reporting.
E-signature Integration Facilitates electronic document signing through integrated providers.		No information available
Calendar/Outlook Integration Syncs appointments and reminders with external calendars.		No information available
Lead Sourcing Integration Imports leads from web forms, aggregators, or data services.		Integration with several third-party lead sources through direct API connections.
Mobile App Connectivity Seamless access from native mobile apps or mobile-optimized sites.		Portal is optimized for mobile device access; dedicated mobile app is not currently observed, but browser access is robust.
Number of Supported Integrations How many integrations can the portal handle concurrently.		No information available
External Analytics Support Ports portal activity or sales data to enterprise BI/reporting tools.		No information available

Data Encryption at Rest & In Transit Ensures all sensitive data is encrypted when stored and during transmission.		EverQuote Pro states use of HTTPS and data encryption for data in transit and at rest.
Audit Trail Detailed logs of user activity for compliance and forensics.		No information available
GDPR/CCPA Compliance Support Features to facilitate compliance with data privacy laws.		No information available
Field-Level Security Granular permissions for access to sensitive data fields.		No information available
Anti-Fraud Controls Monitors and flags potentially fraudulent activity.		No information available
Consent management Captures, stores, and manages data usage consent from clients.		System captures lead consent for data sharing (CAN-SPAM/etc compliance and opt-in tracking).
Customizable Timeout/Session Settings Controls how long users remain logged in before mandatory logout.		No information available
Penetration Testing Frequency Frequency of platform penetration/security tests.		No information available
Secure File Storage Scans and stores uploaded files securely with antivirus protection.		No information available
Legal Disclosure & E-Sign Acceptance Ensures agents accept disclosures and e-sign policies required by law.		No information available

Premium Booking Ability to record and process ceded and assumed reinsurance premiums.		No information available
Loss Recovery Processing Processes recoveries from reinsurers for ceded losses.		No information available
Commission Management Calculates, accrues, and manages different types of reinsurance commissions.		No information available
Retrocession Transactions Supports booking and management of transactions with retrocessionaires.		No information available
Batch Transaction Processing Processes high volumes of transactions in batch mode.		No information available
Transaction Reversal Allows reversing or correcting posted transactions.		No information available
Currency Handling Supports multi-currency transactions and conversions.		No information available
Automated Settlement Automates the settlement process for premium and claim payments.		No information available
Unallocated Cash Processing Ability to manage receipts pending allocation to specific contracts or accounts.		No information available
Capacity Maximum number of transactions processed per minute.		No information available

Contract Setup Wizard Guided process to create new contracts with all required parameters.		No information available
Support for All Contract Types Handles facultative, treaty, proportional, and non-proportional contracts.		No information available
Clause Management Captures and manages specific contract clauses and endorsements.		No information available
Layered Structure Support Enables configuration of layered or multi-level treaties.		No information available
Contract Versioning Tracks contract amendments and history over time.		No information available
Attachment & Detachment Points Captures threshold and limit definitions for contracts.		No information available
Automated Expiry Tracking Alerts on contract expiry or renewal deadlines.		No information available
Counterparty Management Manages information and terms related to cedants, brokers, and reinsurers.		No information available
Linked Contract References Ability to reference retrocession or related contracts.		No information available
Contracts Supported Total number of concurrent contracts the system can manage.		No information available

APIs for Data Exchange Provides REST/SOAP APIs for smooth data interchange.		No information available
Core System Integration Seamlessly connects with policy administration and claims systems.		No information available
General Ledger Mapping Automates mapping of reinsurance transactions to general ledger accounts.		No information available
Broker System Compatibility Allows integration with broker portals and systems.		No information available
Data Import/Export Enables bulk data upload and extraction in multiple formats (CSV, XML, JSON, etc).		Product site and documentation emphasize bulk lead management and downloadable CSV data, indicating bulk data import/export capabilities.
Real-Time Data Sync Supports real-time synchronization with other financial and operational systems.		No information available
Automated Data Validation Performs checks on data imports to detect errors and inconsistencies.		No information available
Document Management Integration Links documents, contracts, and correspondence with transactions.		No information available
Third-party Data Feeds Imports market rates and external reference data automatically.		No information available
Integration Speed Average time to sync core data feeds.		No information available

Sub-ledger Accounting Maintains sub-ledgers for premiums, losses, commissions, etc.		No information available
Automated Accruals Automates calculation and posting of accruals for future obligations.		No information available
Reconciliation Tools Enables reconciliation of system balances with external systems.		No information available
Standardized & Customizable Reporting Provides a library of standard reports and tools to build custom reports.		No information available
Financial Statement Generation Creates GAAP, IFRS, and statutory financial statements.		No information available
Aging Reports Tracks overdue balances for receivables and payables.		No information available
Audit Trail Captures a complete record of all accounting entries and modifications.		No information available
Automated Journal Creation Automatically generates journal entries from transactions.		No information available
Currency Translation Reporting Provides translated reports by currency for multi-national operations.		No information available
Report Generation Speed Average time to generate a standard accounting report.		No information available

Dashboards Interactive dashboards for real-time monitoring of KPIs.		EverQuote marketing emphasizes visual dashboards for agents to monitor lead volume, status, and conversions in real time.
Portfolio Performance Analytics Analyzes contract, treaty, or portfolio-level financial performance.		Portal provides analytics functionality to report on agent/lead conversion performance.
Claims and Loss Analysis Generates insights on loss ratios, claim frequencies, severities, etc.		Dashboard and reporting include loss, conversion, and performance metrics.
Counterparty Exposure Analysis Assesses exposure to reinsurers/retrocessionaires by metrics.		Reports can be segmented by source, carrier, and agent, indicating counterparty-level analytics.
Predictive Modeling Supports predictive models (e.g., cash flow forecasts, reserve adequacy).		No information available
Export to BI Tools Allows export of data to tools like Power BI, Tableau.		No information available
Scenario & What-If Analysis Enables modeling of alternative portfolio or treaty outcomes.		No information available
Automated Alerts on KPIs Creates configurable alerts on critical analytics metrics.		Configurable agent dashboards and email/text alerts trigger on custom KPI thresholds.
Drilldown Capabilities Provides detailed transaction-level drilldowns from dashboards.		No information available
Analytics Query Speed Response time for typical ad hoc analytics queries.		No information available

24/7 Support Availability Round-the-clock support for urgent issues.		No information available
Dedicated Account Manager Assigned manager for ongoing relationship and escalations.		No information available
Implementation Services Vendor assistance for project implementation and migration.		EverQuote advertises onboarding/implementation support and migration assistance as part of its Pro package.
Training Resources Access to user guides, training materials, and webinars.		Knowledge base, FAQs, video tutorials, and live training webinars are provided.
Regular Feature Updates Ongoing product enhancements and patching.		EverQuote communicates periodic feature releases and product updates to users.
User Community Forum Online forum for peer-to-peer support and idea sharing.		No information available
Service Level Agreements (SLAs) Formalized commitments to uptime and support response times.		No information available
Customization Services Ability to deliver software customizations as per client needs.		Professional services support custom configurations and implementations for enterprise clients.
Customer Satisfaction Rating Average customer satisfaction score with vendor services.		No information available
On-site Support Availability Can provide in-person, on-premise support as required.		No information available

Automated Claims Notification Notifies relevant parties when a claim is recoverable under reinsurance.		No information available
Claim Recovery Calculation Automatically calculates recoverable amounts and shares by reinsurer.		No information available
Large Loss Tracking Monitors high-value or CAT event claims and recovery status.		No information available
Partial & Installment Settlements Handles claims settled in parts or through payment plans.		No information available
Salvage and Subrogation Tracking Supports accounting for salvage and subrogation recoveries.		No information available
Interest and Penalty Calculation Automatically calculates penalties or interest for late settlements.		No information available
Subrogation Sharing Automatically shares subrogation recovery among participants.		No information available
Event Aggregation Aggregates claims for event-based or CAT treaties.		No information available
Claims Settlement Capacity Maximum number of claim settlements processed per hour.		No information available
Disputed Claim Handling Manages workflows for claim disputes and negotiation with partners.		No information available

Role-Based Access Control Restricts access to functions and data by user role.		Access to leads and commission data is restricted by agent login; system organizes information based on agent account permissions.
Audit Logging Maintains detailed audit logs of all user and system actions.		No information available
Data Encryption Uses encryption for data at rest and in transit.		No information available
Regulatory Reporting Compliance Supports SFCR, NAIC, Solvency II, IFRS 17 and other reporting standards.		No information available
User Authentication Methods Enables SSO, MFA, and other secure login technologies.		No information available
Data Masking Masks PII in screens and reports as required.		No information available
Automated Compliance Checks Performs ongoing compliance checks as per rules.		No information available
Disaster Recovery Capabilities Supports high-availability and system failover.		No information available
GDPR/CCPA Support Includes tools to comply with data privacy laws.		No information available
Audit Retention Period Number of years audit logs are retained.		No information available

Automated Notification Engine Sends automated alerts/reminders to users for due actions.		Portal includes automated notifications to agents regarding lead activity, assignment, and follow-up deadlines.
Custom Workflow Builder Allows customization and automation of common business processes.		No information available
Task Assignment & Escalation Assigns tasks and auto-escalates uncompleted tasks.		No information available
Bulk Action Processing Performs actions on groups of similar transactions at once.		No information available
Template Library Provides standard templates for documents and emails.		No information available
Business Rule Automation Automates steps based on user-defined rules.		No information available
Approval Routing Routes items for approval according to workflow maps.		No information available
Integration with Communication Tools Connects with email and chat for notifications and workflow actions.		Includes integration with email and text (SMS) messaging capabilities for notifications and responses.
Process Throughput Average number of workflow tasks completed per hour.		No information available
Scheduled Task Automation Runs routine jobs (e.g., nightly settlements) based on schedules.		Product schedules daily tasks for agents and supports automated follow-up routines.

Modern User Interface Provides intuitive, clean, and responsive web-based UI.		Online interface is web-based, modern, and responsive for agent use on multiple devices.
Customizable Dashboards Allows users to configure their homepage/widgets.		Allows agents to personalize dashboards and select visible widgets per marketing material and product FAQs.
Search and Retrieval Tools Advanced filters and queries for quick record retrieval.		Portal includes advanced lead sorting, filtering, and search tools.
Contextual Help & Documentation Built-in help, wizards, and guidance for users.		No information available
Accessibility Compliance Meets accessibility standards (WCAG, Section 508, etc.).		No information available
Localization/Language Support Supports multiple languages and localizations.		Product supports U.S. and some international agents, and offers language localization (Spanish) per product resources.
Mobile Device Compatibility Optimized for use on tablets and smartphones.		Responsive portal can be accessed from desktop, tablet, and mobile browsers.
Personalized Settings Users can personalize notifications and data views.		Agents may set notification preferences and custom data views in portal settings.
Minimal Clicks Navigation Average number of clicks to complete a key task.		No information available
Bulk Entry/Edit Tools Allows user to edit or add multiple records at once.		No information available

EverQuote Pro Agent Portal from EverQuote Pro

Product analysis by function

Agent Portals for Distribution and Agency Management

User Access & Onboarding (3 Yes /3 Known /10 Possible features)

Product Information & Catalog (4 Yes /4 Known /10 Possible features)

Quoting & Illustrations (0 Yes /0 Known /10 Possible features)

Policy Management (2 Yes /2 Known /10 Possible features)

Lead & Client Management (7 Yes /7 Known /10 Possible features)

Commissions & Incentives (0 Yes /0 Known /10 Possible features)

Marketing & Sales Resources (7 Yes /7 Known /10 Possible features)

Reporting & Analytics (6 Yes /6 Known /10 Possible features)

Training & Support (2 Yes /2 Known /10 Possible features)

Integration & Connectivity (4 Yes /4 Known /10 Possible features)

Security & Compliance (2 Yes /2 Known /10 Possible features)

Reinsurance Accounting Solutions for Reinsurance

Core Transaction Processing (0 Yes /0 Known /10 Possible features)

Contract Management (0 Yes /0 Known /10 Possible features)

Data Integration and Interoperability (1 Yes /1 Known /10 Possible features)

Accounting & Reporting (0 Yes /0 Known /10 Possible features)

Claims & Settlements Management (0 Yes /0 Known /10 Possible features)

Security & Compliance (1 Yes /1 Known /10 Possible features)

Automation & Workflow (3 Yes /3 Known /10 Possible features)

Analytics & Business Intelligence (5 Yes /5 Known /10 Possible features)

User Experience & Usability (6 Yes /6 Known /10 Possible features)

Customer Support & Vendor Services (4 Yes /4 Known /10 Possible features)