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Advantage One Brokers

About The Client

Who’s Advantage One Brokers?

Advantage One Brokers approaches business differently than most brokers and they invest in each agent that contracts with them by providing some of the best resources in the industry. Most come to Advantage One Brokers for their training, but stay for their high quality lead generation program. Their motto is to make money with you, not off of you.

INDUSTRY

Insurance

CMS/FRAMEWORK

WordPress

INTEGRATIONS

Learning Management System, Agent Dashboard, Dropshipping (Printful), MailChimp

SERVICES

Custom Website, Website Management

Requirements

  • Agent Dashboard
  • Display Leaderboards
  • Approve/Decline Agents

Our Solution

  • To appease to the clients needs, we decided to custom develop a dashboard for managers (admin) and agents (users).
  • Managers have the ability to approve and decline users.
  • Agents cna view important information such as leaderboards, contact information, and access to purchase branded merchandise.
  • Create and Manage Training Material
  • Lessons, Courses, Quizzes
  • Detailed Analytics
  • Managers can create training courses includes, lessons, quizzes, training materials and more. 
  • Users can manage their progress and see which courses/lessons they’ve completed and which still remain to be started. 
  • Managers have access to detailed analytics about their agent’s course completion and quiz results. They can even manage agent certificates of completion. 
  • Purchase Merchandise
  • Dropshipping
  • Order Management
  • The team built in an ecommerce solution with Printful integrated to handle products and orders. 
  • All orders are dropshipped by Printful, so the client doesn’t have to manage any shipments.
  • Users can check on their orders by accessing their agent account in the backend. 

Requirements & Solutions

Requirement

  • Agent Dashboard
  • Display Leaderboards
  • Approve/Decline Agents

Solution

  • To appease to the clients needs, we decided to custom develop a dashboard for managers (admin) and agents (users).
  • Managers have the ability to approve and decline users.
  • Agents cna view important information such as leaderboards, contact information, and access to purchase branded merchandise.

Requirement

  • Create and Manage Training Material
  • Lessons, Courses, Quizzes
  • Detailed Analytics

Solution

  • Managers can create training courses includes, lessons, quizzes, training materials and more. 
  • Users can manage their progress and see which courses/lessons they’ve completed and which still remain to be started. 
  • Managers have access to detailed analytics about their agent’s course completion and quiz results. They can even manage agent certificates of completion. 

Requirement

  • Purchase Merchandise
  • Dropshipping
  • Order Management

Solution

  • The team built in an ecommerce solution with Printful integrated to handle products and orders. 
  • All orders are dropshipped by Printful, so the client doesn’t have to manage any shipments.
  • Users can check on their orders by accessing their agent account in the backend. 

Full-Page Screenshot

Anybody can build a website, but we solve problems.

Think we could be a good fit? Schedule a strategy session today to see how we can help solve your problems.

Book a Strategy Session

(916) 664-1550

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