Manage Your Agency
Document Management
Paperless and transactional filing is critical. Our document solution enables you and your staff to quickly attach information as well as quickly retrieve key documents.
• Easily attach information in a drag and drop method.
• Quickly find documents on clients by searching for keywords from the description.
• Organize attachments on the client with ‘tags’
• Publish documents easily to the client portal for attachments like Auto ID cards, Binders, and scanned policies.
“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