Powerful Features of AgentFront – AI CRM for Insurance Agents

Features | AgentFront

AgentFront is a comprehensive insurance case management platform designed to streamline operations, enhance productivity, and provide full control over your workflow. Explore the key features that make AgentFront the preferred choice for insurance professionals.

Secure Access and User Management

  • IP whitelisting and access restrictions
  • Two-factor authentication (2FA)
  • Password recovery and automatic reset after 60 days
  • Account lockout after multiple failed login attempts
  • Customizable user profiles and preferences

Customizable Dashboards

  • Multiple dashboards tailored to different roles
  • Configurable widgets and charts
  • Real-time auto-refresh every minute
  • Set and manage default dashboards

Associate Management

  • Quick search, filter, and display options
  • Add and manage associate profiles
  • View associate dashboards, documents, and history
  • Export and print associate data
  • Assign users and track transactional history
  • Multiple access packages according to department or responsibilities

Case Management

  • Full case lifecycle management
  • Dynamic forms and folders (SFA, Pipeline)
  • Quick action menus for case movement
  • Integrated notes, emails, and document handling
  • Case dashboards with real-time updates
  • Schedule Follow-up

Notes and Communication

  • Add, view, and reply to notes
  • Multi-channel communication: email, SMS, WhatsApp, and phone calls
  • Call recording and
  • Quick task creation and tracking

Document Management

  • Upload, scan, and manage multiple documents
  • Create custom letters, emails, and PDF packages
  • Edit, download, and organize files efficiently

Email and Notification System

  • Send quotes with application links
  • Automated notifications via email and text
  • Follow-up sequences and appointment tracking

Reporting and Analytics

  • Pre-built and customizable reports
  • Metrics on underwriting, placement, and conversion
  • Quote comparison and transactional history
  • Exportable reports for team collaboration

Administrative Tools and Setup

  • System-wide configuration for cases, associates, and preferences
  • Custom field groups, triggers, and document categories
  • Email setup and IP access management
  • Dashboard and widget customization
  • Data Migration

Lead Generation and API Integration

  • Integration with Facebook, Instagram, and LinkedIn
  • Web form creation for lead capture
  • API setup for seamless data flow

Campaign Management

  • Create and manage marketing and outreach campaigns
  • Segment leads and associates by demographics, behavior, or status
  • Schedule and automate multi-channel campaigns (email, SMS, calls)
  • Track campaign performance: open rates, click-throughs, conversions
  • Integration with lead sources and CRM
  • Real-time dashboards for campaign analytics

Call Centre Features with Virtual PBX Integration

  • Inbound and outbound call routing via Virtual PBX
  • Agent calls queue management and prioritization
  • Automatic call logging and linking to cases
  • IVR (Interactive Voice Response) setup for call flow automation
  • Call analytics: duration, resolution time, agent performance
  • Click-to-call from within AgentFront interface
  • Voicemail transcription and assignment
  • Integration with CRM and case management modules
  • Call escalation and transfer protocols

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