Feature Overview


This feature overview only scratches the surface. When it came time to list the features for this web page, we had a hard time keeping down to a reasonable size for the page.

Policy detail record keeping for:
• Auto
• Boat
• Commercial
• Earthquake
• Flood
• Fire (homeowner, mobile, etc.)
• Health
• Life
• Umbrella
• Worker's Compensation
• Financial/Investment
• and others


Commission Tracking

Automatic renewal date updates

Single click send email to client

Things-To-Do list per employee

Employee task reminders

Scheduled office-wide reminders

Automatic log entries

Manual log entries

Log entries can't be deleted or altered

Account level user defined fields

Policy user defined fields (every LOB)

Pre-filled ACORD® forms

Unlimited premium finance policies

Inter-office messaging

Large letter library

Create custom letter library

Personal prop. replacement guide

Instant return to prior account

Undelete accounts & Policies

Automatic veh. make model lookup

Automatic lien holder lookup

Auto premium finance co. lookup

Property Management List lookup

Show client preferred language

List family member & relation

Automatic City lookup from Zip

You can customize all drop-down lists (i.e. BI, PD, Comp, etc.)

Maintain employee HR information

Commission Reconciliation tools

Quick policy count statistics

Detail policy statistics by Carrier

Customer locator (you choose: Google Maps, Bing, or Mapquest)

Open Carrier web site directly from policy information

Card File for non-client contacts (i.e. glass shops)

Marketing Campaign event reminders

Simple predefined query generator

Powerful yet easy custom queries

User definable custom report generator

Selection of standard business reports

labor saving tools & Settngs

Office-wide, multi-person appointment calendar

Customer lookup by almost any field

Enormous phone number storage

Simple Certholder assignment from drop-down list

Optional Document Manager

Optional Receipt Manager

and more...