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.
“When we started the switch from our former management system to Agency Systems, I expressed many concerns. I just wanted to take a moment and say “thank you” and how impressed I have been during this transition with you and your team. Kudos to all of your team that helped us.”Ana – Doral, FL