Management.
Either you run the day, or the day runs you.
What it’s Made Of
Agent Tasks™
Never let an application in underwriting stall, because a stalled app means an unhappy client. It also means no commission. AgentTasks™ will tell you exactly how old an underwriting requirement is, and what you need to do in order to get things moving through the process.
Agent Profile
Your agent profile keeps you organized. When you’re appointed with numerous carriers, it can get confusing keeping track of various agent codes and information. Easily store and access all of your agent codes, as well as state license numbers, E&O, and agent logins in easy to see tabs.
Pending Requirement
Tracking pending requirements from cases in underwriting has been a pain, but not with Fat Agent. This information is provided from each carrier, right in each of your applicants’ profiles. Always know exactly where a case is in the underwriting process – and, you will be notified in real time when a requirement has changed.
Production Reports
Never lose track of your production again. Using Fat Agent’s production reports, you’ll know just exactly how much premium you have written with each carrier, as well as by the policy type. Track policies by carrier, agent, premium, time span, and more!
Monthly Income
Import monthly statements directly from carriers’ commission statements in order to match up your entered projected commissions with your deposits from the carrier. Here, you can print out amazing PDF or Excel commission statements with just the click of a mouse.
Projected Commission
Projecting future commission has been nearly impossible – until now. Fat Agent lets you see future commissions from all your carriers in one report. Track pay in full, advanced, as earned and trail commissions for the next rolling year, with ease.
