Agency Management

 

Agency management made simple

 

CRM

Keep close tabs on your customers with CRM tailored for insurance agents. Manage your customers according to their policies info and drive sales more efficiently.

Policies

Create proposals, policies, renewals, endorsements and renewal notifications in just a few clicks. View your policies reports and define your strategy.

Insurance types

Manage life and non-life policies. Select insurance types, as well as type of insured object, enter coverage and products per insurance company and customize to suit your needs.

Cloud Storage

Upload files and documents connected to customers, policies or proposals. Manage everything from your mobile phone, tablet or pc.

Task Manager

Make your life even easier with the built-in task manager. Assign tasks to yourself or other users connected to your account.

Appointments

Never miss an appointment! Set date and time, find the address using the map and get there with time to spare.

Agency Management was last modified: September 20th, 2017 by Pakia