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The
proven insurance agency
management system widely acclaimed as the most affordable, fastest, and
easiest to use agency management system available. Grow your business,
give better service, and be more efficient for less than
$1 a day.
The
proven insurance agency
management system widely acclaimed as the most affordable, fastest, and
easiest to use agency management system available. Grow your business,
give better service, and be more efficient for less than
$1 a day.
With
our insurance agency
management software, you build your business through automated marketing
campaigns, retain your clients with great customer service, and save
money with reduced staffing needs. Get client and policy information with a
couple mouse clicks. Locate complete account information in about 1/3 second.
Insurance forms, and
letters are pre-filled from the database, offering even greater efficiency.
Unlike
other agency management systems, our advanced software carries the low price of $350/year.
About a cup of coffee a
day, and there is no charge for additional computers. Software updates, training and product
support are included.
Error
and Omission losses are virtually prevented with the Account Activity Log.
Routine activities like creating a binder, or sending a letter are automatically
logged. Even conversations can be easily documented.
If
you think this is too good to be true, check out our Product
Info, or the Product Comparisons. If you still
don't see the value of our agency management software, take a peek at the list of
benefits.
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Available
Products:
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- Reminders for each employee.
- Task list for each employee.
- Automatic logging of completed
tasks.
- Our electronic card file lets you
store info for non-clients (friends, relatives, vendors, etc).
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- Binders, Certs, Evidences, Loss
Reports in seconds.
- Huge library of service and
marketing letters.
- Monthly production reports by
producer.
- Financial folio report shows
monthly new business and renewal premium.
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- Marketing Campaigns focus your
sales efforts.
- Pre-defined queries make
cross-selling a snap.
- Claims history helps control
profitability.
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