Ideal Agent is your home for sales success. This members only portal allows you access to a library of client solutions including product information, multiple sales tools and strategies, calculators, educational webinars, access to Ideal Office, and much more.
Track your clients and cases 24/7 at your Ideal Office - a powerful database FREE to producing agents.
Business can be tracked and sorted by client name, product type, submitted date, and much more. You can also see a summary of your incentive qualifications or how much business you've placed with a specific carrier. Now you can have vital information at your fingertips!
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