Manage your insurance agency better.
Search for client's policies and info FAST. Track agent commission and others for business analysis.
Try out the system here.
Features & Benefits
- Everybody can share the same database (no more sharing excel files)
- Improve Data Quality (standard and clean)
- Secure and Safe (User Access Control & Backup)
- Easy & fast to SEARCH for information
- Can save or attach documents (PDF etc)
- User friendly dashboard to point the issue (payment outstanding etc.)
- Generate reports for business analysis (agents commission, sales by products etc.)
- Export data to Excel for further analysis
- Can access from ANYWHERE and ANYTIME (if hosted in cloud)
- You will be happy...your Agents will be happy.... and your Clients will be happy too :)