One thing that all businesses share in common: They're in business to profit. Any business that deals in profits, from the smallest independent agent to a nationally recognized insurance carrier, it's all the same hassle when it comes to dealing with invoices and receipts. Nobody likes the paperwork, and things can quickly get messy. Not only does it eat up man hours, time and money to deal with this everyday minutia, but invoices and receipts also have to be exact to the decimal point, lest the taxman cometh with a grimace on his face!
Luckily for anyone in the insurance industry, the
NowCerts agency management system software has a section dedicated entirely to invoices and receipts. This not only takes the manual labor out of the task; it also ensures that things are kept streamlined, clean and, most important, accurate. There are many benefits to this unique, innovative feature.
How NowCerts Makes Invoices and Receipts a Breeze
An Integrated System
This feature of the
NowCerts agency management system software program is an easy-to-use, streamlined feature that makes invoicing and receipts an integral part of the overall process. This integrated feature easily tracks all payments and invoices, and it keeps track of every line of business you may be dealing with as an insurance agency: Agency billing, direct billing, financed policies, and much more. If it's part of your finances, the software tracks it and integrates it into the system.
Scheduling Options
Having this data readily available at your fingertips is one thing, but keeping track of dates is another thing entirely. Human error is still a big part of the industry in this regard, as it's very commonplace for people to simply lose track of their payments. The software system here actually schedules upcoming payments and thus makes it much easier to stay on top of these financial issues going forward. You don't even have to fool with the system to get this benefit; the system automatically creates schedules for your upcoming payments.
One-Click Invoicing
Manual invoicing requires tedious data entry that can not only eat away at time and money, but a person may also misplace a decimal point or leave something out entirely. Even the most vigilant managers can sometimes screw up when they're dealing with manual invoicing. The agency management system software has a one-click invoicing feature with the invoice and receipts feature, meaning that you can generate an invoice for every payment due in your schedule section, and all you have to do is click a button to generate it. It submits the accurate data and even keeps a record of your transactions indefinitely.
Online Payments
One of the greatest things about
NowCerts is that we're not resting on our laurels with our agency management system software. You're not getting a static system that's going to remain stagnant. You're getting a system that's constantly updating. And by the time you get this system fully integrated with your business, we will have completely set up a feature that allows customers to make their payments online, thus providing more convenience for your clients, which will lead to more timely payments and more renewals.
There are many different ways by which to streamline the insurance industry and to increase your profits as an insurer. At
NowCerts, we have attempted to bottle them up into one helpful system that can turn any business into a growing, streamlined, profitable insurance company.
