The goal of Insurance Agency Automation is to remove the repetitive daily activities that consume so much time and resources freeing more time to grow your business. Agency Systems achieves this goal by making even the most complex tasks seem simple. Agency Systems is not only the most powerful insurance agency management system available, it is also the easiest to learn and use.
We begin your training by providing sessions based on your agency’s unique needs and only with your agency (no group sessions with other agencies). This creates a learning environment that lets your staff work within their schedules and better retain information.
The most robust insurance agency accounting system on the market
Historical data for your accounting – anytime real-time
Direct bill commission statement download
Auto reconciliation option for commission statement download
Policy Express - giving manageable workflow tools
Snapshot viewer of downloaded policy details
Attach documents on either client or policy level basis
Signatures automatically insert into forms
Drag and Drop incoming emails and electronic documents
Batch email certificate processing
Automated report processing
Workflow tools with automated processes
Time Saving Submission functionality
Partners with many rating companies
Partners with hundreds of carriers
Real insurance accounting (nothing off-the-shelf)
Conversions for most Vendor Systems
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