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Developing Commission Tracking

Posted on Sunday, March 8, 2015

Every agency tracks its commissions differently. Some carriers pay the agency on commission earned basis. Other carriers pay the commission all upfront, and if a policy cancels then the agency is re

Creating the Claims Module

Posted on Sunday, March 8, 2015

A potential subscriber called and requested that we add a claims module. He explained what his needs are and what is the process he follows when filing a claim on behalf of the insured.

Our Process of Selling New Accounts

Posted on Sunday, March 8, 2015

We rely solely on the value of our product. People call us and email us daily. They ask us specific questions or for a demo of the whole agency management system.

Loss Runs - a Tool that Did't Exist

Posted on Sunday, March 8, 2015

The Loss Runs tool project, started in a very similar way. During a conversation with one of our subscribers, I heard him complaining that obtaining the Loss Runs from a prospect who is looking for

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