Monitor individual agent activity with assigned cases through a Manager dashboard view or concise and summarized reports.
Flexible & Individualized
Agent administration is easy with Benefits Zone. Assign permissions and select appropriate features to suit the needs of each agent. Management has a snapshot of agent activity and the ability to drill down for more detailed data.
Management at scale
Create templates and monitor activity to ensure compliance with policies & procedures as well as regulations. Easily add, remove, or adjust Agent profiles for a macro-level picture of activity.
Compliant, Scalable, and Unified
- Corporate governance and manager permissions for scalable case implementations
- Monitor agent activity, case progression, and engagement to track critical KPIs.
- Unify sales strategy, data, and reporting in a single system.