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Agent Intelligence Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
Vertical Industry, Financial Services

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Description of Agent Intelligence

Internet-based administration solution for the life insurance industry.

Reviews

Global ratings 3
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    2
  • 4
    1
  • 3
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  • 2
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Type of review

Revainrating 5 out of 5

Agent Intelligence - Great tool if used properly!!!

It's very easy to navigate, not too complicated of an interface; it is user friendly in both Windows & Mac versions as well from mobile devices like smartphones or tablets! I can honestly say that this software has been beneficial because we were able use our phone/tablets while managing policies at home office without being physically present there - great functionality!! The platform still needs some enhancement with regards ease navigation through documents (such as PDFs); however these are…

Pros
  • User friendly UI / UX designEasy NavigationEase Of UseMultiple FunctionalityIntegrated Social Media Networking CapabilitiesCloud Storage EfficiencyDocument Management AutomationEnhanced SecuritySecure Document UpdatingInstant ReportingAlertsEmail NotificationsManagement SystemMaintenance ProcessesWorkflow TemplatesData Retriev
Cons
  • All fine

Revainrating 5 out of 5

Great tool for collecting feedback and info

It is very easy to use, it's simple interface makes things easier than other software out there in this same space (i know because I've used others). The customer support team can be improved but they are quick & efficient at solving any issues you may have with their product or service. This program has made our job so much more manageable! We're able solve problems that we would not normally think about when dealing directly w/ customers - like how many people were actually paying attention…

Pros
  • Easy system for entering information and looking into reports quickly via dashboards instead of having too rely solely upon manual input
Cons
  • There are nuances

Revainrating 4 out of 5

Agent Intelligence- Great tool but room exists

I like that it is easy to use, has many features including mobile capabilities which makes my job easier when working out of home or at client sites with limited resources available. The reporting functionality can be improved by adding more data fields so you don't have to drill down through multiple screens just to get what your looking for. It's not all bad! We are using agent intelligence in our agency as well as providing services to some agents who do business directly under us without an

Pros
  • Agent intelligence is easy to use and is a well designed and easy to use system
Cons
  • The client data is not all that easy to access in a data rich client reporting