Fully integrated web portal ideal for on-the-go producers. This sales tool allows producers to better manage and service their clients and prospects.
- Enter new clients
- Create and manage follow up items
- View Policies, Risk, Claims, Attachments, and Premium for their clients
- Access to ACORD forms
“I just wanted to tell you how much I have enjoyed working with you to automate our agency. Because we are a small commercial agency we get frequent requests for certificates. Because the system is so simple it is usually faster to do myself than sending my CSR an email.”Ray – Conroe, TX