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In today’s competitive and regulatory business environment,
you need an Insurance Agency Management software system that gives
you the ability to process your work flow faster than ever before.
It's no longer enough to use an agency management system to just keep
track of names, addresses, and policy information. Your agency software
needs to handle the work load of many employees while saving you money
by increasing your bottom line.
Core BackOffice has the technology you need to streamline your Insurance
Agency back-office operations. The answer to accomplishing this is putting our
Insurance Management software into action for your organization. Our Insurance
Agency Management System is a powerful and robust tool. It's designed
to give you total control and help automate your agency business. The system
allows an agency to manage clients, policies, accounting, production,
commissions, list bills, workflow task lists, run standard & customizable
reporting, and much more. The benefits and end result from using our Insurance
Management System will make your agency more profitable by greatly
increasing office staff efficiency.
Core BackOffice Systems also offers a complete enterprise-wide document
imaging solution. This is a great way to convert your office to a
“paperless” environment and securely store your valuable company
information. In addition, we can also provide your remote branches or
independent agents with pre-configured networks and workstations with superior
technical support.
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Effectively manage client and policy information. |
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Enter notes, alerts and view transactions history. |
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Premium accounting, reporting and billing options. |
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Share info with census files or carriers and export or import other data. |
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Archiving, data backups on most media devices and disaster recovery procedures. |
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