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Agency Management

Agency Management System for Carriers and MGAs

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Holistic customer view with a single platform

Sell and service products through the channels your customers demand--mobile, web, and call center
Expand distribution channels

Expand distribution channels

Sell your own products and products from other carriers.

Complete set of tools

Complete set of tools

Point of sale, customer relationship management, configurable workflows, document management, scanning, payment processing, carrier commission auditing, and trust account management. 

 

Works with your environment

Works with your environment

Supports multi-location management from one centralized system, and includes out-of-the-box third-party integrations and bridges to comparative raters. Enjoy lower cost of ownership.

Lead Management

Lead Management

Track leads generated from campaigns, including radio, TV, internet, and events—including ROI analysis.

eSign

eSign

Prepare, send, sign, and manage documents electronically, with eSign capabilities that enable customers to easily access documents, then sign and transmit them securely.

Document Production

Document Production

Flexible document management lets you scan documents, create documents from templates, tie documents to activities and transactions, or have them print at point of sale.

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