Our Insurance Agency Management System has the ability to support multiple carriers and unlimited products. This gives you the power to create your own policy specific administration system.

The system has the ability to establish, track, and report on critical policy information, such as payor, owner, critical dates and insured relationships. No system on the market today is as easy to use, customizable, flexible and surprisingly affordable.

Policy management features:

• Easy to use.
• Policy specific information.
• Face and premium amounts and frequency.
• Effective and other critical date tracking.
• Beneficiary designation.
• Change policy data requirements in seconds.
• Customizable by carrier or product type.
• View history of changes to policies and who made them.
• Assign policies to multiple agents (splits).
• Unlimited billing options.
• Generate automatic workflow actions assigned to employees triggered by events.
• Keep notes and create alerts.
• Auto letter generation.
• Portable: access the information from anywhere (cell-phone or PDA).
• Compatible with Core Document Management System for paperless document archiving and retrieval.
• Standard and ad-hoc reporting.
• Much more!