Recruiting pipeline, cascading commission overrides, agency dashboards, AI Copilot on every rep's calls, and a single billing relationship for the whole book. Agency owners stop stitching tools together.
Statements from every major carrier auto-match to the policies that produced them. Splits, overrides, and cascading hierarchy commissions process automatically. Policy health alerts flag likely chargebacks before the clawback hits your books.
Referral links track every recruiter. Onboarding automation walks new hires through A2P registration, phone number provisioning, carrier contracting, and their first roleplay — without you on a screenshare. You hit "publish recruit campaign" once; we do the rest.
Roll-up metrics across the hierarchy — policies, premium, conversion, leaderboards, individual rep scorecards.
Lock in bulk pricing on lead credits, SMS, and AI tokens across the agency. Reps each get their own wallet inside the agency bucket.
Daily cron scans every policy on your book for lapse risk, NSF flags, and chargeback indicators. Alerts hit the right rep.
Auto-assign marketplace calls and imported leads by license state, vertical, performance tier, and real-time availability.
When a rep hits your recruit threshold (5 by default), they become a sub-agency owner with their own downline — you keep the override.
A2P 10DLC registration, SHAKEN/STIR, Voice Integrity, TCPA tooling, DNC scrubbing. Your reps stay on the right side of every carrier rule.
Most agencies cut 4–6 vendor relationships in their first quarter on SalesPulse.