new breed of insurance agency automation 

A powerful unified data platform with a centric view of customers, policies, sales, renewals, communications, real-time quoting, document management, actionable intelligence, insurance accounting, agency financials and claims management.

the industry's easiest, most advanced agency management platform

                                            Amazon World Class Security - Work from Anywhere

Real-time Quoting

   Personal Lines

   Commercial Lines

Carrier Downloads

ACORD Forms

Insurance Accounting

E-Signature

E-Mail/Texting

Customer Portal

Personal Lines

Commercial Lines

Data Pre-Fills Forms

Document Management

Agency Level

Customer Level

Policy Level

E-Mail/Calendar 

Outlook 365 

Outlook 365 Calendar (requires small MS subscription fee for email/calendar)

Texting 

Two Way Texting (small Vonage fee)

Incoming Text Alert

Create Templates for Notices & Offers

Certs & Binders

Tracking & Alert System

Certificate Holder/Additional Insured  Logs

Batch Certificates

E-Signature

Included on Customer Portal

Real Time Quoting

IBQ Systems - Personal & Commercial Lines Rating

ITC - TurboRater - Personal Lines

Amazon Cloud

World Class Security

100% Web Based - No software to install

Automatic backups and redundancy

ACORD Forms

Carrier Downloads

IVANS,

EBIX

Proprietary

Insurance Accounting

Direct Bill Reconciliation/Invoicing

General Ledger

Reports

QuikFuzion

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Applied Rater

Accu Agency

ITC Turbo Rater...coming soon!