BOSS Agent Portal and CRM

Pinnacle Financial Services invites you for a look at our exclusive agent portal and CRM known as Boss. Any contracted agent has access to this software at no cost!!
Topics to be discussed:

– Agent portal walkthrough
– CRM walkthrough
– How to request access
– Full Book of Business Access
– Track all your contracts and agent numbers
– Commission Tracking
– Marketing Automations
– Sunfire and Connecture Integration
– Dialer Integration