Complete Agency Solutions
Lead Tracker
A simple yet comprehensive management tool that follows your entire client lifecycle
Commission Manager
Validate and manage the entire commission process for your agency all in one place
Email Manager
Use custom templates to effortlessly communicate with your prospects and clients with a simple click
Media Gallery
Store and access digital graphic files for marketing, branding and social sharing
Document Center
Upload and share (or don't share) documents and files with who you decide within your agency
Notification Center
Never miss a follow up with a client. Set reminders and tasks within each agent's individual profiles
Phone Management
Track and record all incoming phone calls for the ultimate quality assurance management tool
Ticket Manager
Easily submit support tickets into your AgencyCloud Account Team for quick response and resolution
Google Calendar
Seamlessly integrate important dates, events and notifications with the world’s most used calendar
Service Request Manager
Manage institutional service requests and agent issues with simplicity and efficiency
Production Manager
Platinum Cloud allows for Agency website updates, custom email blasts and custom print materials
Notes
Avoid paper while keeping notes safe and 100% HIPAA Compliant (and accessible from anywhere)
Sub Accounts
Manage and have complete control of all users, commission profiles, software permissions and passwords
Push Network
Instantly communicate a timely message to a single agent or group of agents via the Dashboard
