Build Your Customer Base
Manage Renewals
Organized dashboard views for users and managers allow for a single-click option to work policies based on expiration dates, omitting the need to run reports and manually work these.
- View policy expirations that are 30, 60, 90, and 120 days out.
- Single-click from the user dashboard directly into the policy.
- Renew policies to Quotes or Submissions for Re-marketing without re-keying in policy details.
“I just wanted to tell you how much I have enjoyed working with you to automate our agency. Because we are a small commercial agency we get frequent requests for certificates. Because the system is so simple it is usually faster to do myself than sending my CSR an email.”Ray – Conroe, TX