Our comprehensive agent dashboard provides insight into your clients, contracts, enrollments, downlines, and commissions... just to name a few things. If it's important to your insurance business, you can track it in the Ritter Platform.
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.
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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.
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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.
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All in One
The Ritter Platform is everything an insurance agent needs, all in one place.
Check your clients’ application statuses or view your contracts and commissions in a flash.
Our powerful agent dashboard keeps every aspect of your business moving forward so you can get the job done fast.