Essential features for individual Associates, including: access to all pipelines, an interactive dashboard with direct links to carriers, Interactive Business Roadmap, Licensing Journey, promotion and commission tracking, event calendar, interactive training organized by category, and limited technical support. Billed monthly.
Up to 25 Users: Essential features for individual Associates, including: access to all pipelines, an interactive dashboard with direct links to carriers, Interactive Business Roadmap, Licensing Journey, promotion and commission tracking, event calendar, interactive training organized by category, and limited technical support. Billed monthly.
Up to 100 Members: Includes all Team Leader features, plus advanced Team Admin capabilities to import data, assign owners and followers to opportunities, create custom pipelines, customize dashboards, access the Team Map, and receive priority technical support. Billed monthly.
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