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Search results for "software"

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.

Advantage of Carrier Downloads

Posted on Thursday, April 16, 2015

Clearly there are many benefits to an agency when using Carrier Downloads. Most current data is transferred directly from the carrier. Avoiding possible errors. Saving time and data entry.

What is a BOP Policy? What Coverages Does it Offer?

Posted on Wednesday, April 8, 2015

Do we trully understand one of the most common coverage sold in America? Why is Business Owner Policy so important? Who buys it and for what reason? What does it cover? How much does it cost?

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

Advantages of Self-Serve Certificates

Posted on Thursday, April 16, 2015

E & O Security, Customer Retention and Agency Time Savings are just a few of the benefits offered by the Self-Serve Certificates Module offered by the NowCerts Insurance agency management system.

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