Safenet Insurance

Agent Portal

Si - Yes You're Covered!

979-823-2626 • Bryan, TX • safenet-tx.com

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🚨 New Website Lead Received
Open Sales Funnel to assign/call the lead.
Add client
Type MM/DD/YYYY or use calendar.
Type MM/DD/YYYY or use calendar.
Type MM/DD/YYYY or use calendar.
CSR/Agent bill due date must be within 90 days of today. Admin can override.
Type MM/DD/YYYY or use calendar.
Post Payment from CRM
This records the monthly payment in Daily Report and updates the existing CRM policy record. It does not create a duplicate client.
CSR/Agent next bill due must be within 90 days of today. Admin can override.
Use this for existing customers making monthly payments. New business should still go through Daily Report / Fast Transaction Entry.
Post CRM Transaction
This posts an Endorsement, Reinstatement, or Re-Write into Daily Report for the existing CRM client. It does not create a duplicate CRM record.
Choose how money was collected. Amount boxes below can still be adjusted manually.
Use this from Client 360 for existing clients only. New Business should still be entered from Daily Report / Fast Transaction.
Commercial Account
Account
Policy / MGA
Invoice / Billing
Admin Commission
Notes
Upload Invoice & Extract Data
Drop one or multiple PDF invoices here
Multiple files supported. Drag several PDFs at once, or drop more PDFs later to add them to this invoice list.
No invoice files selected
Use Extract This Policy for one invoice at a time. Use Create Separate Policy Records when the same insured has GL, Property, Finance Agreement, or multiple invoices.
Documents / Attachments
Drop document here
Or click to choose a file to attach to this commercial account.
No file selected

Log Billing Follow-Up

Saving a log updates the client record with Last Contact Date, Last Contact By, Contact Method, Call Result, Promise Pay Date, Next Follow-Up Date, and Payment Status.