Back Office Support System

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BOSS is the Next Generation of CRM Platforms. It is a full-service portal for Agents and Agencies to manage and grow their businesses.

BOSS Allows Users to Easily Access:

Full Services CRM

Marketing Tools

Production Reports by Carrier and by Agent

An Electronic Licensing System

Agent’s Information, including licensing and Ready to Sell Status

Commission Reports and Statements

Integrations with Connect4Insurance

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Join the, “BOSS” 

All-In-One Dashboard
Portal 4 CRM

Your Back Office Support System

HIPAA & SOC 2 Compliant
Stay in compliance, Securely store & leverage all your data in one place

One-Click Integration with Enrollment Tools
Eliminate date re-entry, automate more, & easily leverage enrollment data to grow

ProGen Al Optimizaitons
Detect processes to automate and approve with a click

Sales, Marketing, & Metrics All in One Place

Referrals and Online Review Generator
Identify your happiest clients with surveys

Digital Scope of Appointment Form
Collect Permission to Contact with a branded form

Marketing Automation
Convert, retain, & expand relationships

AI Cross-Sell Recommendations
Generates cross-sell recommendations

AI Retention Recommendations
Offer better plans based on new year plan changes

Client & Prospect Summaries
All interactions recorded with prospect or client in seconds

Marketing Calendar
Easily Schedule custom, personalized emails

Smart Forms & Surveys
Collect data, and personalize your recommendations (drugs, doctors, pharmacies, and priorities)

Landing pages and Funnels
Run lead and marketing campaigns

Free Educaitoal Email Content
Client high-quality branded email

Coming Soon

Phone Integration with Call Recording
Easily record calls, ensure compliance and store recordings on the prospect and client record

Commission Check
Import your commission reports to ensure you’re paid properly on all policies

Portal 4 Agents

All Info From Writing Agent up to TOH!


  • Production Repots, by Carrier, By Downlin (incl, Book of Business Reports)
  • Commission Reporting – Payments & Statements
  • On-Demand Contracting- Request New Contracts, New Agents, Add States, Change Levels, or Advancing 
  • All-In-One, Ready to Sell For Medicare Carriers
  • Industry Updates and Calendar of Events in One Place
  • Certification, E&O Information and Discounts 
  • Manage All Lines for Business – Not Just Medicare!

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.