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The Agency Advantage Features

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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

TriangleBullet Document Management
TriangleBullet Accounting
TriangleBullet Multiple Locations
TriangleBullet System Requirements

Try our online demo today!

Or call 800-833-5179