The insurance industry sure isn't as easy as what Flo makes it seem in the commercials. There's a lot more to it than throwing out a cool, colorful slogan and then raking in the business. You need to stay up to date with your insureds and ensure that the information is exchanging hands constantly. In the old days, this meant countless man hours taking care of manual reports – mining for data, filling out the paperwork, and mailing it all off. With the
NowCerts agency management software, however, the reporting process has been extremely simplified and is now streamlined enough to flow right along with the rest of your business activities.
With the
NowCerts Reports feature, it's never been easier to handle your reports from start to finish.
How the Right Software Simplifies the Reports Process
Very Powerful Tools
First and foremost, you receive the most powerful tools in the industry with this agency management system software. For your reporting needs, you're provided with a long list of tools to help you collect data and to put together any type of report you need for any aspect of your business. These reports are flexible, totally customizable to your particular needs, and you can even affix different graphical elements to the reports and use filtered lists and a wide range of other features.
Multiple Types of Reports
Another area where the reports feature really stands out is in the variety of reports offered. Rather than giving you one or a couple basic types of reports,
NowCerts provides you with every type of report you need, depending on the type of business you're handling. For instance, you have prepared canned reports, commission-specific reports, policy reports, carrier reports for MGAs and other lines of business, thorough and current financial reports to help you stay on top of things, workflow reports to help you better manage your business, and more.
Custom Options
While there are many different report types provided for you, you may still want something that's a little more custom for your particular needs. This is where NowCerts excels. Say you're a power user who needs something beyond the canned reports and other varieties. You can use the tools here to customize reports to your liking.
Ad-Hoc Reports
Ad-Hoc reports are for users who need something that's completely custom. Any user with proper permission to use the system (e.g. a manager) can design their own reports, choose their own data, and put together their own custom-tailored reports using the system's tools, or they can be transferred out easily and worked in any CRM system or Excel.
It's not the flashy stuff you see on TV that's the bread and butter of the insurance industry; it's the day-to-day stuff like basic reports. With the agency management system software, handling these reports has never before been so easy and streamlined.
