Welcome to the Insurance Agency management system, the industries' most cost effective agency software. NO monthly fees. Deal direct with the developer. Here you can add clients to the database, add businesses to clients, add policies to clients, add transactions to policies such as addendums, riders, etc. We can integrate your online lead system to pull data into this portal's database (See Lead Center for an example). You can view sales reports (MTD, YTD), commission reports, etc. in the Report Center. With the Renewal center you can keep up to date will policies you may need to renew. Filter by pending renewals, renewals 30, 60 or 90 days out. Mark renewals to follow up and more. We can customize the template for any type of agency, i.e. Life and Health and or property and casualty. Personal lines or Business lines. In the Document Center, you can create customized letters to prospects or receipts or whatever else you need to send out.
Check out the Color Pallette at the top to see all the color themes that are available. Slate, Cyborg and Sketcky are pretty cool themes.
PLEASE NOTE: ALL DATA IN THIS PORTAL IS FICTICIOUS!!!
TO START, CLICK THE LOGON BUTTON AT THE TOP AND ON THE LOGIN PAGE CLICK SIGN IN BUTTON, TO DEMO PORTAL.