This is no-stress software. Training is included in the price, and so is great customer support. Even beginners find our system easy to use with little or no training. Pull up client and policy information in a snap. Automate routine tasks. Protect against E&O claims with automatic activity logging. Access data any way you want, without being 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. Limit what new employees can do versus more seasoned staff. Modular design lets you pay only for what you need. Increase capability as you grow. Have this and more without breaking the bank. 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 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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