Build Your Customer Base
Manage Renewals
Organized dashboard views for users and managers allow for a single-click option to work policies based on expiration dates, omitting the need to run reports and manually work these.
- View policy expirations that are 30, 60, 90, and 120 days out.
- Single-click from the user dashboard directly into the policy.
- Renew policies to Quotes or Submissions for Re-marketing without re-keying in policy details.
“When I started my own agency, we went with Agency Systems because the accounting was simpler and more accurate, workflows make better sense, and customer support is immediately available. They have also done a great job of keeping our automation costs low.”Claudia – Houston, TX