Manage Complex Accounts
We provide you the tools to efficiently manage large complex commercial accounts to managing policies, large schedules, and remarketing.
- Custom standardized workflows by organizing start-to-finish processes.
- Carrier commercial downloads from hundreds of certified carriers.
- Easily batch email Certificates of Insurance with required attachments to hundreds of holders.
- Exchange sensitive documents and messages with your client throughout the process.
- Publish Auto ID Cards, Certificates of Insurance, or scanned copies of policies to the client portal for secure customer self-service.
“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