Sam Monastyrsky

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.

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.