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Search results for "agents"

Developing the custom proposal forms and specific permissions for each agent

Posted on Tuesday, April 28, 2015

Taking customer requests very seriously. Turning the wish of a prospect, access to the management system only from the office and during business hours, very seriously.

Going Paperless for Earth Day 2019

Posted on Monday, April 22, 2019

Tip and ideas on how to go paperless in your agency

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.

The Power of Reports

Posted on Tuesday, April 28, 2015

If there is a single most important reason why an insurance agency should subscribe to a management system, that is to have access to custom, ad-hoc reporting of commissions, payments, performance.

Insurance Agency Management System in Review

Posted on Wednesday, April 8, 2015

A software system can be designed to optimize an agency's business processes or to tangle its management in a spaghetti bowl chasing the other end of a never-ending loop in training its employees.

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