Agency-facing portal providing lead management, sales automation, policy and client management, automated communications, analytics, and customizable dashboards for insurance agents.
Web-based platforms that provide agents with product information, quoting capabilities, policy status updates, marketing materials, and training resources.
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Self-Service Registration Allows agents to register and create their accounts without administrator intervention. |
InsuredMine documentation and website emphasize agent self-registration and onboarding, supporting self-service registration. | |
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Role-Based Access Control Supports multiple permission levels and roles for agents, managers, and administrators. |
Role-based access controls are standard in InsuredMine’s user permissions as per product feature list. | |
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Multi-factor Authentication Enhances security by requiring more than one method of authentication. |
Multi-factor authentication is highlighted as an available security feature on InsuredMine’s support and release notes. | |
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Bulk User Import Ability to onboard multiple agents simultaneously via file upload or integration. |
Bulk user import is available via CSV and AMS integrations per support docs. | |
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Password Reset Function Self-service password reset capability for agents. |
Product demonstrates password reset/self-service support in user guides. | |
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Single Sign-On (SSO) Integration Allows agents to access the portal using centralized authentication providers. |
Single sign-on (SSO) integrations shown in InsuredMine’s integration catalog, including Okta and other IdPs. | |
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Agent Profile Management Agents can update their personal information and preferences. |
Agent can update profile in-app as per product tutorials and demos. | |
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Onboarding Tutorials Guided walkthroughs and instructional content for new portal users. |
Onboarding tutorials are present as part of the guided walkthroughs and help resources. | |
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User Activity Logging Tracks and logs agent actions within the portal for audit and compliance. |
User activity logging present per InsuredMine’s audit and activity features for compliance/tracking. | |
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Automated Welcome Communications Sends automated emails or messages for new agent onboarding. |
InsuredMine allows automated emails and notifications for onboarding. |
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Product Search Enables agents to quickly search for products within the catalog. |
Product search is provided to agents for policy/product lookup as shown in demo videos. | |
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Filter & Sort Options Allows agents to filter and sort products by various criteria (e.g., type, price, coverage). |
Filter and sort options are part of dashboard and product listing UIs. | |
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Side-by-Side Comparison Displays product features for direct comparison between multiple products. |
Side-by-side comparison tool available for insurance products as per feature documentation. | |
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Detailed Product Pages Provides comprehensive product details including features, exclusions, and target customer. |
Product pages are detailed, linking to coverages, exclusions, target data—seen in product screenshots. | |
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Document Downloads Allows agents to download product brochures, policy documents, and forms. |
Document downloads (brochures, policies) are supported as described in documentation. | |
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Real-time Updates Instantly reflects changes or updates to product information. |
Product/pricing updates are indicated as real-time in support literature. | |
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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. |
Product FAQ functionality provided in the help/resources section. | |
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Mobile-Friendly Product Pages Ensures product information is easily accessible from mobile devices. |
Mobile-friendly product pages and responsive design confirmed in website materials. | |
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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. |
Instant quoting/insurance rating engine available, as stated on product’s quoting tools overview. | |
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Multi-Carrier Quoting Aggregates quotes from multiple insurers within a single workflow. |
No information available | |
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Customizable Quote Templates Enables agents to personalize quote presentations for clients. |
Quote templates are customizable according to documentation and demo videos. | |
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Quote Saving and Retrieval Allows agents to save quote drafts and retrieve previous quotes. |
Quotes can be saved and retrieved—advertised as a core feature. | |
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Real-Time Underwriting Feedback Provides an immediate indication of underwriting acceptability or further requirements. |
Instant feedback on underwriting rules and next steps provided by automation engine. | |
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Needs Analysis Tools Guides agents in assessing client needs for tailored product recommendations. |
InsuredMine has needs analysis and recommendation tools as per sales workflow documentation. | |
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Pre-Filled Client Data Auto-populates client information to streamline quoting. |
Pre-filled client data is supported via CRM and previous quote data auto-fill. | |
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Rate Comparison Charts Visualizes rate differences between products and carriers. |
No information available | |
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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. |
Automated compliance checks present in quoting and e-sign documentation for FMO and regulatory checks. |
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Policy Lookup Search and retrieve policy details for agents' clients. |
Policy lookup is enabled for clients and agents via portal, as per demos. | |
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Endorsement Processing Submit and track endorsements or changes to existing policies. |
Endorsement/servicing requests for policy changes can be submitted by the agent. | |
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Renewal Notifications Automatically alerts agents to upcoming policy renewals. |
Policy renewal notifications and reminders are built-in and customizable. | |
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Lapse/Expiration Alerts Notifies agents about policies at risk of lapse or expiration. |
Lapse/expiration alerts and policy health notifications are supported. | |
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Document Uploads Allows digital upload of documents to client or policy files. |
Document uploads for client/policy files available as per portal features page. | |
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Policy Servicing Requests Agents can submit service requests (e.g., beneficiary change, address updates) through the portal. |
Policy service requests (eg, address, beneficiary updates) processed through portal. | |
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Policy Download Downloadable policy schedules and certificates. |
Downloadable policy documents and certificates supported. | |
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Claims Status View Agents can check claims status associated with their clients. |
Claims status view for agent to client claims is part of the standard feature set. | |
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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 communication tools like bulk emails and reminders, including policy communication, are listed on the product site and documentation. |
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Lead Import/Export Import or export lead information via CSV or integrations. |
Lead import/export (CSV and integrations) is a standard CRM feature in InsuredMine. | |
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Lead Assignment Automation Auto-assigns leads based on geography, expertise, or workload. |
Automated lead assignment based on rules is a selling point of InsuredMine’s automation system. | |
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Integrated CRM Features Provides built-in CRM tools or integrates with third-party CRM platforms. |
Integrated CRM (native and partner integrations) listed at the top of product features. | |
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Client Communication Log Tracks and logs emails, calls, and interactions with clients. |
Client communication logging is part of the CRM and communications suite. | |
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Contact Categorization Allows tagging or grouping of contacts/leads for marketing or service purposes. |
Contact categorization, workflow, and tagging is a basic part of InsuredMine’s CRM. | |
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Task & Reminder System Built-in task manager to help agents follow up with leads. |
Tasks, reminders, and follow-up management shown on CRM dashboard and task panels. | |
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Lead Conversion Analytics Tracks conversion rates from lead to sale. |
Lead conversion analytics available in dashboards and pipeline tracking. | |
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Bulk Email/SMS Campaigns Send marketing communications to multiple leads or clients simultaneously. |
Bulk email and SMS campaigns supported as part of InsuredMine’s marketing automation. | |
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Data Enrichment Tools Automatically enhances lead records with additional data (e.g., demographics, financials). |
Data enrichment tools present—automatic demographic/firmographic enrichment cited in release notes. | |
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Follow-Up Automation System sends automated reminders or messages for follow-ups. |
Follow-up automation (drip campaigns, reminders) core part of automation engine. |
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Commission Statements Download Agents can view and download their commission statements. |
Commission statement downloads present in agent portal as per feature grid. | |
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Real-Time Commission Tracking Monitors commission accrual and posting in real time. |
Real-time commission tracking and payment dashboards included in portal's financial overview. | |
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Incentive Program Dashboards Visual dashboards for incentive targets, bonuses, and tiers. |
Visual dashboards for incentive programs included in the reporting feature set. | |
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Payment History Displays history of commission payments made to agent. |
Commission/payment history for agents available for download or review. | |
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Commission Calculator Tool to estimate commission for various products and scenarios. |
Commission calculators are present as built-in tools. | |
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Performance Ranking Shows agent performance compared to peers for motivational purposes. |
Performance ranking and performance dashboards clearly available. | |
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Commission Dispute Submission Agents can raise queries or disputes regarding their compensation. |
Commission dispute resolution and submissions managed via portal workflow. | |
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Incentive Alerts/Notifications Automated notifications about incentive opportunities or achievement milestones. |
Incentive notifications and configurable alerts confirmed on agent notification settings page. | |
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Customizable Payment Frequencies Allows choice of how often commissions are processed and paid. |
Configurable payment frequencies for commissions/payouts listed in system setup. | |
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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. |
Brochure/flyer downloads supported in the marketing resource center. | |
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Customizable Sales Collateral Templates that agents can personalize with their branding. |
Agents may customize and use digital sales collateral templates. | |
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Email Templates Ready-to-use or customizable email templates for common agent communications. |
Email templates for marketing and transactional communications are configurable. | |
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Campaign Tracking Ability to monitor the results of marketing activities through the portal. |
Campaign tracking features are part of marketing analytics suite. | |
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Automated Marketing Programs Predefined or automated programs agents can enroll clients in. |
Automated marketing programs (email drips, workflows) are a key selling point. | |
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Educational Webinars Access to webinars or recordings for ongoing learning. |
Webinars and recorded sessions available in InsuredMine learning center. | |
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Rate Sheet Updates Automatic or timely updates of latest rate sheets and pricing materials. |
Automated rate sheet updates and alerts are provided to agents as per communication documentation. | |
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Social Media Integration Allows agents to post approved marketing content directly to social media. |
Agents can post approved marketing content to social media from the portal directly. | |
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Asset Search Function Quickly search company-approved marketing materials. |
Asset search for documents and media is part of marketing/asset management. | |
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Consent/Opt-In Management Tools for capturing and managing client marketing consent. |
Consent/opt-in management for campaigns is explicitly referenced in documentation. |
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Sales Performance Dashboards Visualizes individual and team sales metrics. |
Sales performance dashboards with peer/team stats are built into analytics. | |
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Book of Business Reports Download or view agent and agency business summaries. |
Book of business summary reports available for agents/agencies. | |
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Lead Conversion Tracking Monitors conversion rates and pipeline by stage. |
Lead conversion tracking and funnel management included in analytics module. | |
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Custom Report Builder Lets users design and run custom reports from available data. |
Custom report builder available as self-service reporting tool per analytics documentation. | |
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Drill-Down Capabilities Allows users to dig deeper into summarized metrics. |
Drill-down capabilities through reports and dashboards (e.g., click-through metrics) are supported. | |
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Export to Excel/CSV Exports reports for further analysis or offline use. |
Export to Excel/CSV available in reporting tool and analytics modules. | |
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Automated Scheduled Reports Sends reports on a recurring basis via email or portal notification. |
Automated & scheduled reports sent to agents via email and portal notification. | |
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Data Visualization Library Support for graphs, charts, and other data visualization tools. |
Graph and chart visualizations present in all analytics dashboards. | |
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Mobile Report Access Reports are accessible and readable via mobile devices. |
Mobile report access is supported as portal is mobile-responsive. | |
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Portal Usage Analytics Tracks and reports how agents use different portal features. |
Portal tracks user/agent activity for usage analytics. |
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Interactive Training Modules Self-guided modules with quizzes and checkpoints. |
Interactive/self-guided training and quizzes available in the learning module. | |
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Certification/Accreditation Tracking Tracks agent completion of required training or certifications. |
Certification and training completions are tracked for compliance and education purposes. | |
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Live Support Chat Access to real-time chat support from service or technical staff. |
Live chat with support shown as available in the help/support area. | |
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Knowledge Base/FAQ Portal A searchable repository of technical answers and how-tos. |
Knowledge base and searchable FAQ portal built-in for support. | |
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Video Tutorials On-demand training in video format. |
On-demand training video library is available in the learning portal. | |
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Ticketing System Submit, track, and resolve service requests directly from the portal. |
Support ticketing is integrated for agents to log and track service requests. | |
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Peer Forum/Community A message board or support community for agents. |
Peer support forums/community are present for discussion among agents. | |
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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. |
Live webinar scheduling and registration handled through portal calendar. | |
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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. |
Integrates with core systems (AMS, policy). API/integration documentation available. | |
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CRM Integration Bidirectional sync with customer relationship management platforms. |
CRM integrations (including AMS360, Salesforce, HubSpot, etc.) featured. | |
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Document Management Integration Links to enterprise document storage and retrieval systems. |
Document management integrations listed in documentation. | |
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Open API Support Provides APIs for custom third-party integrations. |
API support for custom third-party integrations is available per dev docs. | |
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E-signature Integration Facilitates electronic document signing through integrated providers. |
E-signature integration (e.g., DocuSign, InsureSign) supported as per vendor’s integration catalog. | |
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Calendar/Outlook Integration Syncs appointments and reminders with external calendars. |
Calendar integration with Google/Outlook available per connectivity options. | |
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Lead Sourcing Integration Imports leads from web forms, aggregators, or data services. |
Lead sourcing integrations (incl. web forms, calls, aggregators, etc.) supported. | |
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Mobile App Connectivity Seamless access from native mobile apps or mobile-optimized sites. |
Mobile app and web portal supported for connectivity and notifications. | |
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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. |
External analytics integration (BI tool support) referenced in integrations documentation. |
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Data Encryption at Rest & In Transit Ensures all sensitive data is encrypted when stored and during transmission. |
Data is encrypted at rest and in transit as per security documentation and compliance page. | |
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Audit Trail Detailed logs of user activity for compliance and forensics. |
Audit trail and log export available for compliance and IT. | |
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GDPR/CCPA Compliance Support Features to facilitate compliance with data privacy laws. |
GDPR/CCPA compliance features/banners and data management tools provided. | |
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Field-Level Security Granular permissions for access to sensitive data fields. |
Field-level security and data isolation listed as part of permission settings. | |
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Anti-Fraud Controls Monitors and flags potentially fraudulent activity. |
Fraud monitoring and automated alerts referenced in compliance section. | |
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Consent management Captures, stores, and manages data usage consent from clients. |
Consent management (for data usage, marketing) is described in portal compliance tools. | |
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Customizable Timeout/Session Settings Controls how long users remain logged in before mandatory logout. |
Customizable session timeouts/logouts are a supported option. | |
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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. |
Secure file storage with AV scanning noted in the documentation. | |
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Legal Disclosure & E-Sign Acceptance Ensures agents accept disclosures and e-sign policies required by law. |
Legal disclosures/e-sign compliance workflows are available for agents. |
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