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With a flexible system comes flexible reporting. Core's Insurance
Agency Management System is highly customizable and so is its reporting
platform. Select from a list of standard reports, or create your own.
Sort or filter by any combination of data including the custom fields
built in any of the modules within the system. Ad-hoc reporting is
as simple as point-and-click. You can also export the information
to other programs such as Microsoft Excel. Management report suites
give your leadership the feedback they need on actual performance
levels and any reoccurring issue(s) trends or patterns. Our clients
have found this function to be incredibly helpful with planning
their resources and anticipating customer needs.
Reporting Features:
- Easy to use.
- Real-time data.
- Export functionality.
- Standard and custom reports.
- Ad-hoc queries.
- 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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