BOSS Is Your Back-Office Support System A Next Gen Portal & CRM For Insurance Agents
A Portal and CRM for Insurance Agents to Manage their Business
BOSS4AGENTS is the next-generation insurance platform. It is a full-service system for Agents and Agencies to manage and grow their business.
Elevate your efficiency with a suite of AI-enhanced solutions, all crafted to improve operations and strengthen client relationships. Start learning now and take full advantage of the BOSS system. Join the Pinnacle team today!
You Sell, We Support Generate cross-sell recommendations, improve client retention, and automate client outreach.
Your All-In-One Portal Get access to all your contracts, writing numbers, book of business and more.
Explore Key Features With BOSS, you’ll have full access to sales insights, marketing tools, comprehensive reporting, and more.
Explore the Features of BOSS Learn how this comprehensive insurance Portal and CRM helps agents stay organized and connect with clients.
View RTS Reports
Access Ready-to-Sell data in one place and streamline the application and renewal process.
Track Commissions
Monitor commission details in one place and stay on top of every payment and payout.
View Active Policies
Monitor active policies easily and stay on top of every client’s current coverage.
Manage Agent Data
Keep agent details organized and ensure accurate records across your entire team.
Manage Client Contracts
Centralize client contracts and maintain clear and concise records for every client.
Manage All Lines of Business
View all lines of business at a glance and stay on top of every product you support.
Who is BOSS Designed For? This powerful platform is designed with insurance professionals in mind.
Agents
Track your contracts and your policies
Agencies
Manage your entire downline contracting, and business
FMOs
Empower your distribution to focus on growing the business
CRM 4 Agents Learn more about your Back Office Support System
HIPAA & SOC 2 Compliant
Stay in compliance while securely storing and leveraging all your data in one place.
Smart Forms & Surveys
Collect data, personalize your recommendations (drugs, doctors, pharmacies, and priorities).
ProGen AI Optmizations
Detect processes to automate and approve with just a few clicks, making your approvals faster.
Phone Integration with Call Recording
Easily record calls, ensure compliance and store recordings on the prospect and client enroll.
Marketing Automation
Convert, retain, and expand relationships.
Digital Scope of Appointment Form
Collect Permission to Contact with a branded form.
Portal
Empowering agents and agencies to grow faster
Commissions
Track Commission Payments Across Multiple Carriers and your hiearchy
Licensing and Contracting
Marketing Automation
AI-powered tools that allow you to set up your marketing automations.
Spend more time on clients, less on admin BOSS Portal and CRM is data data-driven, allowing you to manage your business.
Portal 4 Agents Learn how BOSS can grow your business
Production Reports
By carrier, and by downline (including book of business reports).
Commission Reporting
Payments & statements.
On Demand Contracting
Request new contracts for yourself or new agents, add states, change levels, or request advancing.
All-In-One
Ready to sell for all Medicare carriers.
BOSS Agent Portal & CRM Training
Whether you’re a new agent or looking to refine your skills, these step-by-step tutorials will guide you through essential features, best practices, and advanced tools. Start learning now and take full advantage of the BOSS Agent Portal & CRM system to streamline your workflow and grow your business!
Insurance Agent CRM Demos
Portal Demos
