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Retail Insurance
The insurance automation system
That's all about time...your time |
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Agency Solution's Diary and Suspense is quick and easy. You can suspense transactions and see them immediately upon logging into your system. We also provide an automatic method to track changes to policy and other accounting transactions.
You can also use the diary system as an internal e-mail system for reminders and follow-ups to yourself or other system users. When completed, the item can either be closed and saved on the client's account. Our diary system even handles your transactional filing needs quickly and efficiently. No matter if you date file or client file our diary system can save you time by keeping valuable client information at your support representatives fingertips. No need to make those long trips to the filing cabinet. |