Knowing our agents are busy meeting with clients and running their business, we at Van Berg & Associates strive to help out where we can and make our agents lives as easy as possible. Â As a Van Berg agent, using your password protected Agent Pitstop account can be a wonderful resource in helping to manage your applications, review client information, and track commissions. Our goal is to be as transparent as possible regarding your book of business and commissions. Therefore, we try and provide everything you need in one secure place.
Here are just some of the tabs you’ll find under your personal Agent Pitstop account:
Clients: Easily access your client information including address, phone number and even the policy ID for the client’s plan.
Commissions Statements: Commissions statements are uploaded under this section whenever a commission is paid out. The statement shows where your money is coming from, helping you track your commissions.
To access more tabs, hover over the “Account” tab.
Invoices: This tab allows you to see any outstanding balances you might have for things such as leads, advertising, marketing, charge backs, etc. Clicking on the title of the invoice will bring up more information about the charge.
Recent Submissions: Â This feature helps you to keep up to date with a client’s application. Once the application is submitted and entered into the system, it will show on your Agent Pitstop account. From there you can track application status and also view your client’s policy ID.
My Contracts: This section allows agents to see which companies they are currently contracted with through Van Berg & Associates, as well as companies they have been termed or cancelled from. This is also where you can find your writing ID for the companies you’re contracted with.
Checking Agent Pitstop frequently and utilizing these tools is an easy way to help manage your clients, check application status and keep on top of your commissions.
Don’t have an Agent Pitstop account yet? Call us today at 877-776-8919 and we’ll help get you set up.