Our top rated

features and possibilities

Self Serve Certificates

You don't have to do it all. Your customers will love the ability to issue their own certificates.

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Commissions

We have built a comprehensive system for tracking agency and agent commissions, agency fees, carrier fees.

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Task Manager

Create a project, assign tasks to agents or CSRs, track their progress, create reports.

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Carrier Downloads

Now Certs offers automated updates of your policy information from carrier databases.

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Stay organized

and prioritize your responsibilities

Acord Forms

We have all Acord forms available to you in PDF or HTML format. You can easily edit, sign, e-mail, fax or save them.

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Loss Runs

You dont have to subscribe to additional services to get this tool. Obtain the loss runs you need for quoting your prospects.

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Reports

We have prepared a set of over 40 commonly used reports. In addition, you can use filters to customize your reports.

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Invoices & Receipts

Easy to use tool for creating invoices, voiding them, taking payments, issuing receipts or refunds.

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Dashboard

Beautifully designed and easy to use modules displaying your common tasks and projects, your appointments.

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Calendar

Important events are automatically placed in your calendar. Reminders for events are scheduled automatically.

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All information

you need at one place

Marketing Forms

To make your work more productive, we have prepared a set of easy to use Marketing Forms.

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Faxing and E-mailing Certificates

You will never have to create another certificate, print it and put it in the fax machine.

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Files and Documents Storage

You don’t have to think of how many gigabytes of storage you are using. We will keep your files safe for you.

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Endorsements

Add a vehicle, or change a driver, increase or decrease the limit of liability.

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List of Carrier Downloads

See a full list of all available carrier downloads partners.

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Claims Module

Tracking, submitting and reporting claims has never been easier. Perfect for a P&C agency that has taken the obligation of filing claim requests with carriers and MGAs.

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Stay in touch everywhere

manage your agency on the go

Mobile Friendly

Retrieve important information or documentation while visiting your clients.

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Completely Online

You can access, our secure, dedicated servers, from anywhere any time, using the latest in encryption technology.

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E-mail Synchronization

Sync all of your e-mail accounts in one easy to use location.

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Built-in Chat

You will be able to message any logged in user. We have built an easy way to communicate with your colleagues and customers.

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Always be aware

what is happening in your agency

Permissions

You have complete control of the permissions given to each user.

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Complete Control

You can allow your customers to log-in to the system and see their own policy or parts of it.

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Pending Cancel Reminders

You will have the ability to send automated messages via e-mail to your customers.

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Reminders Prior to Renewal

As your customers get close to their renewal date, we will start reminding you.

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Electronic Signature

You can upload your signature into the system and use it for signing documents.

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Notes for Each Policy

You can write notes or schedule reminders for the whole agency, for a particular customer or an agent.

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