Reports Center is an industry leading secure reporting portal for agency and call center management teams. Stay on top of your business with access to the real-time Active Agent RTS report, CTM/Grievances reports and Call Center Call Recordings upload. To discuss your reporting needs, please contact us.
Active Agents RTS Report
Key Benefits:
- View all agents, including downlines.
- View current and next cert years per agent.
- Automatically displays carrier contract status as they are completed.
- Statuses include Active, Pending Certification, Contract Sent and more.
- Sort and filter on agent, status and certification year.
- Export to Microsoft Excel with the click of a button.
CTM / Grievances Report
Key Benefits:
- Download CareFree uploaded CTM / Grievances reports.
- Define permissions for reports access.
- Auto email notifications when new reports are uploaded.
Call Center Recordings
Key Benefits:
- Upload call recordings of any size.
- Fast, secure and reliable upload capability.
- View log of upload and download activity.
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