• Efficient
  • • Easy to use and learn with little or no training.
  • • ACORD® forms filled in. Send within minutes of the request.
  • • Instantly pull up client and policy info using almost any criteria.
  • • Automate routine tasks — almost never type anything twice.
  • • Includes office-wide calendar, email, word processor,  web browser,  invoice printer, to-do list with reminders, and more.
• Affordable    (see our order form)
  • • Price includes training and technical support.
  • • Modular design lets you pay only for what you need.

• Flexible
  • • Easily access data however you want.
  • • Marketing plans by product, demographic or line of business.
  • • Create custom business reports or use ones included.
• Secure
  • • Password protected.
  • • Critical data encrypted within the database.
  • • Full-disk encryption supported.
  • • E&O claim protection via automatic activity logging.
  • • You grant capability for skilled employees or limit what new ones can do.

Use your current data. If you're new to agency management systems we can import data from your spreadsheet or contact manager. If you have another management system we can usually get your data from a backup, even from Internet or cloud based systems.

Get ALL information for ANY client in seconds. Search on any criteria (last name, first name, family member's name, company name, DBA name, phone number, policy number, Social Security Number, VIN, and more). You will be astounded at our speed and flexibility.

Management System Features
• ACORD® forms pre-filled.
• Document Manager: Go paperless.
• Office-wide calendar w/Reminders.
• Automatic task completion logging.
• Standard and custom Reports.
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