Athena CRM for Insurance Brokers

Referral Management


Set up resellers using Athena Referral Management feature. You can define the commission payout structure against each reseller.

  • Set up Referrals, agents and Franchisee
  • Configure the revenue sharing rates
  • Automatically calculate referral amount
  • Manage the referral payout ledger
  • Reports to track the payout

 

Travel Management