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Search results for "ams"

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.

What is an insurance certificate

Posted on Monday, April 6, 2015

A view of why insurance certificates exist, who uses them and what purpose they serve. Exploring the need for automation and certificate management.

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.

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.

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