Seamless Email Integration
Email communication is quickly becoming the preferred contact method for clients. Sending an email to a client, company, or vendor automatically stores the outbound message and any included attachments which is essential for E&O.
- Easily drag and drop emails from Outlook.
- Batch email Certificates of Insurance to holders with minimal effort.
- Generate email alerts to CSRs or Producers based on processed download items like premium increase, cancellation notices, and changes to covered risks.
- Batch email producer statements based on the reconciliation of payables and commission checks.
- Send email blasts to all active clients for things such as office closures and holiday greetings
“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