Sales and Broker Management
Our modern Sales and Broker Management module is designed to empower payors and their broker networks. This innovative solution powered by AI centralizes crucial operations, from lead management and quote generation to policy administration and commission tracking.
Improve lead generation through improved broker experience
With intuitive dashboards, automated workflows, and comprehensive reporting, it enhances efficiency, reduces manual errors, and provides real-time insights, ultimately streamlining sales processes and strengthening broker relationships for optimal growth.
and Setup
Configure and set up agencies, brokers and producers
onboarding
Save time, increase productivity and accelerate growth using recruiting and onboarding tools
commissions
Configure different types of broker payment and bonus models and use the module to disburse payments and generate form 5500 annual reports
Broker Portal
Our intuitive Broker Portal is a dedicated online hub designed to empower insurance broker partners. This secure platform provides instant access to real-time quoting, streamlined application processes, comprehensive policy information, and detailed commission statements.
By centralizing these essential tools, Broker Portal significantly reduces administrative burdens, enhances efficiency, and equips you with the resources to confidently manage your book of business and deliver exceptional service to your insurance clients.
Unlock your organization's full potential
Partner with Lightspun to make transformational changes to your organization. Our unified platform helps our customers achieve lasting results through intelligent automation, reduced processing time, and enhanced provider network management.