Account Screen — CRM

The account screen displays everything needed for great customer support. You must be able to respond quickly with meaningful and accurate information. To do that, you shouldn't need to hunt for information just to answer routine questions. Everything you need should be on one screen, like it is with our software. There are only two things you sometimes need that can't be shown on this screen. There simply isn't enough real estate. Even so, the word processor, and the appointment calendar. are available with a single click. The calendar can even be left open, right beside the account screen.

Account Screen with CRM built in


General Account Information

Notice the two red arrows. They aren't there in the actual screen. They are there only to call your attention to the area we are about to discuss. They point at the row of tabs in the bottom third of the screen.

General account information is in the area above the tabs. Name, address and contact info, to the left, is obvious so we won't dwell on that. except for one important thing. Notice the Entity Name field near the top. It allows you to include commercial policies in the same account as personal line policies. This keeps all your information in one, easy to find, location. You don't need to bounce around in the program to find everything you need for an account.

A yellow field indicates automation. Double click, and the application will do something automatically, usually filling in, or updating the data in that field. That's true everywhere you see a yellow field, anywhere in the system.

Simple Policy Counts

To the upper right, above the row of tabs, is a list of how many policies have been written for this account, and in which LOB. The columns are Active, Prospect, and Inactive (or out of force). You can see a snapshot of policies and their status in a glance.

Bottom Row of Tabs (red arrows)

Each tab provides instant access to valuable information about the account. Well discuss each.

Policy Summary

This tab is normally the one you'll see when you pull up an account. It is similar to a spreadsheet. It scrolls vertically and horizontally. Vertical shows additional policies, and horizontally shows more information about each policy. The list shows  Active, Prospect, and Inactive policies. All columns can be sorted as needed with a single click of the column header. If you ever need to see more policy details, double click the policy's row. That takes you directly to the policy detail for that policy.


All family members (employees for commercial) are listed here. You'll find descriptive info like SSN, DOB, age, and other needed info, including a check box for deceased. This help keep you from sending birthday cards to a departed loved one. 


This is an open area where you can note descriptive information like "Day sleeper. Call after 2:00 PM."


Pretty obvious, this shows a claims history for members of this household.

User Fields

These are user defined fields. They give you the ability to record data that wasn't provided for in the standard fields.


This is an important CRM tab. It lists the status of pending tasks (things-to-do). It's easy to see what has been done for this client, as well as, the things that still need doing.


The Activity Log records more than the completion of pending tasks. Items that automatically get logged are letters sent, ACORD forms created, phone conversations with, or about, this client, premium payment receipts written, and any other important activity.

Prem. Finance

Where premium finance accounts are recorded.


A history of email sent or received for or about this client. Email messages are summarized in a list. Double click an entry and the email opens in your email software.