Diary Notes History Policy Download Contact Management Document Management Full General Ledger System Real Time Company Interface Direct Bill Commissions Download Searchable User Defined Fields Word Processing/Mail Merge E-Mail with Diary Integration Hot Links to other Systems Calendaring/Scheduling Claims Management Transactional Filing Rating Integration Expiration List
The agent’s bill of rights – “We hold these truths to be self evident . . .”
1. That the agency, no matter what size, should have the ability to obtain and use a state of the art agency management system, at a reasonable price. Not long ago, the typewriter was a standard instrument in every agency. Now, a good agency management system should be just such a standard instrument. 2. That… Read more »