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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.
Inbox user interface

CTM / Grievances Report

Key Benefits:

  • Download CareFree uploaded CTM / Grievances reports.
  • Define permissions for reports access.
  • Auto email notifications when new reports are uploaded.
Customer profile user interface

Call Center Recordings

Key Benefits:

  • Upload call recordings of any size.
  • Fast, secure and reliable upload capability.
  • View log of upload and download activity.
Call Center Recordings

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CareFree Insurance Services, Inc. ofrece herramientas tecnológicas líderes para agentes de seguros, así como servicios de comercialización y ayuda para incrementar las ventas más rápido.

2024 CareFree Insurance Services, Inc. All information provided on this website is for Agent Use Only and not intended for public distribution.

CF290 8/2021

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