Track clients, policies, renewals, amendments and commissions in an easy to use web or mobile application. Suitable for most lines of insurance: Property & Casualty, Life, and Health. Please contact us for an online demo.
Main features:
- Get reminded of upcoming cancellations and renewals.
- Track requests from underwriters for additional information or missing documentation.
- Track quotes from different companies.
- Keep track of multiple policies by the same client.
- Track and resolve requests and complaints.
- Get reports by time spent on every client's visit or call.
- Calculate billing at any time.
- Multi-agency version available for an extra fee.
Best implementation:
Devices: The application runs better with a combination of at least one wall-mounted monitor display and a series of tablets or any computer that has a modern internet browser. Chrome is preferable but it will also work on Firefox, Safari, Edge, Opera, etc.
Internet Access: You need to have internet connectivity unless you are running an internal server and your additional facilities, if any, are connected via MPLS, intranet, or similar technology.