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.
“Our agency lost our bookkeeper this year, and without your help and knowledge of this system, I’m not sure what our agency would have done. Agency Systems was, and is, always there for me with any question or problem.”Deb – Gonzalez, TX