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