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Core's Insurance Agency Management System tracks commissions by line
of coverage, by carrier, by client and by producer to integrate with
your agency's accounting system to create a more effective commission
accounting process that tracks broker performance and productivity.
Offering historical charts of performance, your agents will be able to see
visually how their successes are going. Commission views and production reports
are secure and are in real-time.
Production and commission management features:
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Simple to use.
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Real-time commissions and production.
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Pay and track referrals
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Remote agents can logon via the Internet to view.
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Agent splits.
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Reports by product, carrier, client, or agent.
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Much more!
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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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