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Account Profile Overview
Information about your contact, additional users, username, password, credit card, subscription and user defined fields, can be updated on the Account Profile page. To update information on your account, click the account icon and select Account ...
Groups
Group clients are those who provide employer paid products to their employees. Policies typically purchased by groups include medical, life, LTD, STD, and dental. Add Go to the Main Menu. Click Data – Groups. Click ADD GROUP. Enter a group name. A ...
Getting Started
Welcome to AgencyComp — an affordable commission tracking platform designed specifically for insurance agents and agencies. Our software helps you import commission statements, track policies, identify missing commissions, project future revenue, and ...