Insurance Agency Management System.
Software that automates your office.
Training is included in the price, but even beginners find our software easy to use without it. You will easily keep track of client and policy information. Automate routine tasks. Protect yourself against E&O claims with automatic activity logging. Access data any way you want, without becoming a computer expert. Create flexible marketing plans. Focus on any product or demographic, and easily change direction when a plan needs fine tuning. Create business reports to keep things running like clockwork. Complete ACORD forms with almost no typing. Update your data from carrier-provided data. Limit what new employees can do versus more seasoned staff. Modular design lets you pay only for what you need. But you can increase capability as you grow. Have this and more without breaking the bank. We offer more features for the dollar than any other system.
Use your current data. If you're new to agency management systems we can import data from your spreadsheet or contact manager. If you are using another company's 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
• AL3 Carrier Downloads
• Document Manager: Go paperless.
• Office-wide calendar w/Reminders.
• Automatic task completion logging.
• Standard and custom Reports.