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Search results for "tracking"

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.

Advantages of a Task Manager

Posted on Thursday, April 16, 2015

An insurance management system that surpassed the boundaries of task and project management. Creating, delegating, tracking and estimating task completion are just a few of the elements.

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.

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.

Using Technology when Issuing Insurance Certificates

Posted on Tuesday, April 7, 2015

Looking at ways how technology can save money and effort for both the agency, and the insured. Using technology to issue, deliver and track certificates of insurance.

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