• Manages quotes, policies, insurance professionals and retail agents, with the ability to view dashboards and run reports.

• Enables payments against the Agency Bill statement, and against direct bill policies on behalf of the insured.

• Provides both functional and data-level security.

pasAgentPortal.Net is an online software solution that enables insurance agents to make agency and direct bill payments, view dashboards and reports and manage the relationships. As an online software solution, pasAgentPortal.Net operates in real-time, which allows you to add data, change information, view dashboards, and pull reports instantly. 

Managing paperwork and gathering useful data is a time-consuming process for insurance agencies. However, this process is made simple with pasAgentPortal.Net. This is because, within pasAgentPortal.Net, agents can run reports, pulling data instantly allowing agents to make informed decisions, quickly. 

Also, pasAgentPortal.Net allows agents to have access to many dashboards which allow them to view policies, claims, and billing, and any changes that have occurred. This flexibility means that your agents can consider all aspects of the insurance process while staying organized. 

pasAgentPortal.Net software also gives you flexibility in payments and billing because you can make payments against the agency bill statements and against direct bill policies on behalf of the insured. This software also gives you control over who can access information, such as billing and payments, for different members of your agency as needed. This flexibility around direct and agency payments makes pasAgentPortal.Net unique and allows insurance agents to work more efficiently. 

Within the pasAgentPortal.Net software, you can also entertain billing or claims inquiries, along with policy-related inquiries, which means that agents can pull data to make informed decisions. All of this is done both functional and data-level security, keeping your agency’s data safe and secure.  

pasAgentPortal.Net allows your agency to manage its workforce which includes adding and removing employees and associated permissions as needed. All of this occurs in real-time so there is no lag-time that normally occurs when removing or adding permissions manually. 

As with any workplace, agents will come and go over time, this is why it is important to have a way to manage employees as they are added or terminated. Not every employee needs the same level of access to data and information, within the pasAgentPortal.Net software you can not only control who can access the agency details, but you can also set special permissions as to who can view different documents and data such as policy, claim or billing information.