Type and number of licenses depend on the profile of your organization. Generally speaking,
- For an Agent that works with Clients and maintains their Policies, Contracts, etc., please select Financial Advisor license.
- For the personnel that needs access to data of different Agents and do certain tasks on their behalf and for the whole Agency, please choose Marketing and Operations licenses.
- For Users that require unrestricted access to the data of the whole Agency, including Commissions Processing Engine, please select Super User license.
Please review our Pricing Table and you can get an idea about your monthly costs.
- We understand that in the beginning it takes time for new users of the Portal to set up their profiles and upload necessary data. That’s why Alta Montclair offers First Month Free .
- Additionally, we offer 5% Discount to the companies that decide to pay their balance annually instead of the monthly schedule.
After signing your contract, you’ll be given immediate access to Alta Montclair Portal for all appropriate licenses. Please note that it will take some time for users to set up their profiles and to upload necessary data. If you need help with data migration from your previous system, please contact us for a quote.
As part of the package, Alta Montclair Portal gives users unlimited secure cloud-based storage for all documents and other files related to client’s profiles. There is no additional charge for this service. Please note that it applies only to files storage, there’s a limit on the amount of agency database records stored in Alta Montclair Portal. Specifics will be covered in the SaaS agreement.
Alta Montclair Portal is cloud-based. It doesn’t require any additional hardware or software. You can access it from any browser on any device with Internet access.
For users of Alta Montclair Portal, there are no additional costs. Everything is included into monthly fees according to the Pricing table. Basic customization during setup process is also included into the price. If you need help with data migration and specific modification that requires some development effort, please contact us for a quote.
Support is included as part of the regular contract. We also provide initial customization of your Portal. If you have specific needs that require a development effort, please contact us for a quote.