Platform Features

Complete Agent Dashboard

The producer portal consolidates functionality from all of our applications, giving agents quick access to the most valuable information up front.

NEW! Record & Store with CallVault

Stay CMS compliant by recording and securely storing all outbound client calls started from a client record or any inbound calls to your uniquely generated number. Easily review recordings as soon as you hang up. Read more!

Lead Sharing for Agency Management

Share client leads with downline agents to proactively manage your business while keeping insight into all of your reassigned client records. See how it works!

Drug Cost Estimator

Easily enter and save prescription drug lists for each client and run a quote directly from the data collected in your Shared Client Record. See how it works!

Real-Time Client Record Notifications

Invite your client to create a Shared Client Record, then get notified when they submit a Scope of Appointment or change their drugs, preferred doctor, pharmacy, or health details.

Keep Your Day in Order

When it comes to getting work done and getting on with your life, there’s nothing better than crossing off every to-do. Our Tasks tool helps you cross your t’s and dot your i’s.

From Our Agents

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All in One

All in One

The Ritter Platform is everything an insurance agent needs, all in one place.
Unparalleled Insight

Unparalleled Insight

Check your clients’ application statuses or view your contracts and commissions in a flash.
Time Management

Time Management

Our powerful agent dashboard keeps every aspect of your business moving forward so you can get the job done fast.

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