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Build Your Customer Base
Analyze & Track Sales
Analyze business growth with real-time information on financials and manage policies with a click of a button.
• Dashboard view for users to manage clients, policy expirations, and follow-up items.
• Management dashboard views for active book of business with options to organize by CSR or Producer, Type of Policy or Carrier.
• Graph display for bank balances, receivables, payables, and commission with ‘compare to’ filtering.
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“The Agency Systems training this morning was phenomenal. I appreciate the team coming together this morning utilizing all that knowledge she has to make our agency even better.”Sherrona – Columbia, SC