View product screenshots

• 1 Home screen
• 2 Customer folder
• 3 History
• 4 Policies
• 5 Receipts
• 6 Notes
• 7 Letters
• 8 T-Files
• 9 Attachments
• 10 Relatives
• 11 AR Suspense
• 12 Forms
• 13 Forms 2
• 14 Downloads
• 15 Claims
• 16 X-dates

No other agency software gives you all of these features, benefits and advantages!

Complete customer file management from your PC keyboard

• Electronic document management eliminates lost or misplaced files and reduces labor costs
• Easily handle all customer, lien holder, and company calls from your computer screen 
• Batch entry provides quick, easy processing of all agency documents

Real time

• Your insurance companies keep your data up to date with ACORD standard download
• Download companies will supply initial data for loading your customers and policies 
• Web merge feature provides instant access and data transfer to company web sites

Electronic document management

• Scanned documents, photos and other items stored in customer’s folder for easy retrieval
• Batch scanning supports fast scanners with fifty page automatic document feeders
• Attach any file your PC can open to your customer’s folder for easy retrieval
• Email any scanned document, photo or other file stored in customer’s folder archival of old images and photos

Seamless agency accounting

• Automatic premium and commission capture eliminates policy invoicing
• No monthly closing required
• Extensive reporting by line of business, company, transaction type and more
• Producer / CSR commission and fee statements
• Agency / broker fee accounting
• Accounts receivable module
• Customer payment management with EFT tracking and company check writing
• End of day cash drawer
• Balancing and deposit preparation
• Complete management of agency trust account
• Account current management and direct bill statement reconciliation

Interface to your favorite comparative rating software

• Eliminates re-entering customer and policy information
• Automatically calculates pro rata and policy term premium changes

ACORD forms

• Fill, save, print and email all ACORD forms

Much, much, more!

• Complete diary system provides follow-up on notes, letters, change requests, etc.
• Easiest system to learn and use 
• Personalized training 
• Knowledgeable and friendly support staff with 800 number access 

More Information

		Document Management
		Accounting
		Multiple Locations
		System Requirements

Try our online demo today!

Or call 800-833-5179