An Impressive CRM

Easily organize your clients’ information and other aspects of your business with the Ritter Platform’s customer relationship management (CRM) capabilities. Keep detailed profiles on your clients that include drug info, doctors and hospitals, and more. Share records with clients, take notes, and assign yourself tasks all from our comprehensive agent dashboard.

Learn more about all the features your can access for your business. Download The Ritter Platform guide and see why the Platform’s right for you!

Complete Agent Dashboard

The producer portal consolidates functionality from all of our applications, giving agents quick access to the most valuable information up front.

Lead Sharing for Agency Management

Share client leads with downline agents to proactively manage your business while keeping insight into all of your reassigned client records. See how it works!

Real-Time Client Record Notifications

Invite your client to create a Shared Client Record, then get notified when they submit a Scope of Appointment or change their drugs, preferred doctor, pharmacy, or health details.

Keep Your Day in Order

When it comes to getting work done and getting on with your life, there’s nothing better than crossing off every to-do. Our Tasks tool helps you cross your t’s and dot your i’s.

From Our Agents

Audrey S. | Bronx, NY

I just started using the Ritter Platform to quote and send applications. Now, when my enrollee says ‘same as last year,’ I have it all in one place.

Regina S. | Brooklyn, NY

It’s great having all the carriers in one place where I can compare prices on drugs and even doctors in networks!

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Do More With More

All in One

The Ritter Platform is everything an insurance agent needs, all in one place.

Unparalleled Insight

Check your clients’ application statuses or view your contracts and commissions in a flash.

Time Management

Our powerful agent dashboard keeps every aspect of your business moving forward so you can get the job done fast.

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