Agent Service Manager

MOVE BEYOND SPREADSHEETS
The Agent Service Manager
(ASM) application provides complete
lifecycle management of all your
services and related commissions.


Experience SourceDeck

INVENTORY MANAGEMENT

Access and manage your customers' services in a single application. Dashboard graphs and universal searching keeps you aware of services about to expire. Enhanced viewing of services help you offer detailed support.

TASK MANAGEMENT

Create, edit, assign and organize the entire lifecycle of the service. Always stay on top of prospects to maximize sales.

CUSTOM QUOTE TEMPLATES

Build a personalized template to generate quotes quickly and easily, keeping the same professional appearance every time.

COMMISSION SUMMARY

All features to manage your payments in a single application. View history and forecasts. Track payments, open disputes and view variance to keep a handle on what you're owed

IMPORT DATA

Easily import your monthly payments directly into the system for a streamlined payout process. Automatically applied and tracked through out the system.

CUSTOM RULES

Create your own commission mapping rules to be applied whenever payments are recieved, eliminating human error in calculating commissions.

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Built with all the features of a modern Web application

Supports Modern Browsers
Microsoft Edge®, Mozilla® Firefox®, Apple® Safari®, Google ChromeTM
256-bit encryption (2048-bit Certificate key)
SSO Integration via Google WorkspaceTM, Microsoft AzureTM, OktaTM and OneLogin.
Two Factor Authentication via Duo Security or Google
Supports Mobile Platforms
Apple/AndroidTM Phones and Tablets, Microsoft SurfaceTM Tablets
Standards-based HTML, no Flash/Java plug-ins required
Export formats: Excel, CSV, HTML, PDF