AppOne screenshot

CRM and Agency Management Solution
all in One

Agency Management System.

Lead & Campaign Management System.

Integrated components enable fast implementation, reduced IT costs, streamlined processes and increased profitability.

Product Features

Complete Agency Management System

AppOne™ is the most complete agency management system on the market. From point of sale functionality, scanning and work flows, trust account management and everything you need to manage your agency, AppOne™ can handle one locations to 1,000.

Customer Relationship Management

Our CRM solution enables integrated communication, tracking and reporting to drive efficiency and productivity. Mobile software enables real-time information and location tools to optimize sales activity.

Lead Management

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

Campaign Management

Complete campaign management allows you to understand what tactics are most effective.

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

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 and generate.

Integrated Scanning and Workflows

AppOne™ is an activity based system and includes a complete scanning and work flow system.

Multiple Company Support

AppOne™ enables support for multi-company hierarchy along with retail POS cash management

Integrated Commission Management

AppOne™ includes a complete commission payroll system—pay agents based on a percentage, number of deals or any other type of criteria. AppOne™ even keeps track of carrier commission payments.

Third-party Integrations

More than 25 third-party integrations are ready for use on day ONE, enabling greater productivity and data accuracy.

Reports

AppOne™ enables up-to-the-minute reporting from each location.

Robust functionality.

AppOne™ provides a full range of features that cover the entire application process—rating, document management and workflow—along with integrated components that deliver greater efficiency and increased profitability, including customer relationship management (CRM), lead management, campaign management and eSign.

Scalability and fast implementation.

With a platform that supports multi-location management from one centralized system, AppOne™ allows for rapid growth while enabling speed to market. Additionally, out-of-the-box third party integrations, bridges to comparative raters, carrier commission auditing and trust account management are all live on day ONE, lowering the total cost of ownership.