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Agency Management Platform for Insurance Agencies and Brokers.
Great Value
Easy to Use
Intuitive
Amazon Secure
No Up-Front Cost
Training Included
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$ 69 Pricing Details
Two Way Texting
(small Vonage fee)
Incoming Text Alert
Create Templates for Notices & Offers
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E-Signature
Included on Customer Portal
Tracking & Alert System
Certificate Holder/Additional Insured Logs
Batch Certificates
Integrated Rating
Third Party Vendors:
Applied Rater
Accu-Rater
ITC - Coming Soon!
Note: Must Pay Vendor Directly
Personal Lines
Commercial Lines
Data Pre-Fills Forms
Document Management
Direct Bill Reconciliation/Invoicing
General Ledger
Reports
E-Mail/Calendar
Agency Level
Customer Level
Policy Level
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Texting
Outlook 365
Outlook 365 Calendar
(requires small MS subscription fee for email/calendar)
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Certs & Binders
Amazon Cloud
World Class Security
100% Web Based - No software
to install
Automatic backups and redundancy
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ACORD E-Forms
Carrier Downloads
IVANS,
EBIX
Proprietary
Insurance Accounting
