Your Agents Drive Sales — Your Portal
Should Drive Their Success.

Equip Every Agent, Advisor, and Channel Partner with a Seamless, Compliant, and Conversion-Ready Portal.

Why Traditional Agent Portals Fail to Keep Pace with Today’s Insurance Market

Agents and advisors remain the backbone of insurance distribution — yet they often work with fragmented, outdated, or overly complex portals that slow down sales, frustrate onboarding, and increase operational dependency.

 

When agent platforms aren’t intelligent, responsive, or well-integrated, insurers face

 

0 %

of agents say a better digital platform would significantly improve their productivity

0 %

of insurers report missed conversion opportunities due to poor agent-side onboarding experiences

What a Modern Insurance Agent Portal Must Deliver

Agent experiences must be fast, omnichannel, product-aware, and fully compliant — especially at scale.

Unified Agent Dashboard

Track leads, active proposals, renewal lists, commissions, performance KPIs, and incentive progress

Digital Lead Capture & Quote Generation

Paperless prospecting with dynamic proposal forms, premium calculators, and instant quote sharing

Pre-Filled KYC & eKYC Workflows

Instant data fetch from PAN, Aadhaar, DigiLocker, and prior policy history

Multi-LOB Product Catalogue Access

Life, health, motor, term, group, ULIP — tailored views based on agent role or license type

Smart Application Tracking

View real-time policy issuance, medical test status, underwriter comments, and pending documents

Commission & Incentive Transparency

Real-time earnings dashboards with breakup by policy, period, and payout tier

Advisor Training & Certification Hub

Track CPD points, new IRDA modules, sales training videos, and certification status

In-Built Compliance Checks

Proposal-level validation rules, consent logging, suitability scoring, and audit logs

Today’s agents don’t just need a portal — they need a digital assistant that helps them close faster and serve smarter.

Why INT. Builds Agent Portals That Boost Distribution and Reduce Friction

We build agent platforms that combine usability, compliance, and product depth — built for both top-performers and new recruits.

Role-Based Portal Journeys

Tailored experiences for tied agents, brokers, bancassurance partners, DSAs, and IFAs

Mobile-First Architecture

100% responsive design with offline quote generation and field-accessible proposal tools

Integration with Core Insurance Stack

Connect seamlessly to Policy Admin, Underwriting Engine, CRM, Commission Engine, and Document Vault

Modular Product Configuration

Activate or deactivate access to lines of business or campaigns per partner, geography, or agent type

Prebuilt Reporting Packs

Download-ready MIS reports, leaderboards, and incentive dashboards for agent and manager views

Gamification & Nudging Layer

Celebrate milestones, alert pending actions, and drive renewals with behavior-based nudges

INT. transforms agent portals from transactional tools into growth engines for every distribution partner.

case studies

Proof That Speaks

Featured

43%

faster proposal-to-issuance cycle via smart journey simplification

58%

increase in cross-sell conversion rates through dynamic product bundling prompts

Get a Free Agent Portal Readiness & Engagement Audit

Let’s evaluate your existing agent platform and uncover what’s blocking scale, sales, and satisfaction.

You’ll receive:

  • Journey friction and proposal abandonment heatmap
  • Product catalog and quote-to-issue audit
  • Commission and incentive visibility benchmarking
  • Regulatory control and mis-sell prevention readiness score
WHO WE ARE

At INT., excellence and innovation drive everything we do.

We go beyond maintaining operations—we empower businesses with data, insights, and best practices to stay ahead in an ever-evolving digital landscape.

Years of Excellence
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Offices Worldwide
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Solution Experts
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