

Technology
Our goal at PFG is to help agents be more productive by providing access to industry-leading technology. As a PFG independent agent you have automated support through the entire sales process. That means you can spend more time on the things that contribute to your financial success—selling, building your client base and managing client relationships for cross-selling opportunities and referrals.
Our technology and tools are designed to help agents work more efficiently and effectively and provide the level of service that leads to increased client satisfaction and retention. As an example, through our agent portal you can:
- Manage leads and set appointments
- Access electronic quote and apply tools for all carrier products
- View policy information for all of your clients
- Create email marketing campaigns
- View your compensation statements
- Complete Point Of Sale applications over the phone
- Manage all business for all carriers through one easy to us portal system