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Agency Systems supports the Real-Time initiative to access live on-line information from within your Agency Management system.
Visit www.getrealtime.org to find out more.
 
Bank Reconciliation

The new Bank Reconciliation makes balancing your bankbook a breeze. Advanced features make an otherwise time consuming task far simpler.

Groups all cash and check transactions in a specified time frame, totaling them on the fly until they match those items on your bank statement. Once totaled, you can reconcile the entire group with a single click. Checks can be grouped to total the daily sweep from an insurer and cash can be grouped to match the total deposits for the month. If you are interrupted for any reason, you can save your work and come back to it without starting over!