Broker Workbench

The broker workbench is a set of tools and reports within isolved that provides powerful insight into your clients.

Our Broker Workbench provides quick access to:

Client Summary Broker View

Lists company information, contacts, processing information, and more.

Client Landing Page Broker View

Displays reminders, payroll due dates, payroll run dates, contacts, quick links, and announcements.

Executive Dashboard Broker View

Allows you to choose the parameters and obtain demographics on one client or all clients.

Clients Report Broker View

Lets you run reports you need and retrieve them from the queue.