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Search results for "agent"

Advantages of a Task Manager

Posted on Thursday, April 16, 2015

An insurance management system that surpassed the boundaries of task and project management. Creating, delegating, tracking and estimating task completion are just a few of the elements.

Developing Commission Tracking

Posted on Sunday, March 8, 2015

Every agency tracks its commissions differently. Some carriers pay the agency on commission earned basis. Other carriers pay the commission all upfront, and if a policy cancels then the agency is re

The Benefits of Digitally Insured World

Posted on Sunday, August 7, 2016

An article on the benefits fpr both consumers and insurance companies of Digital Insurance Policies.

Developing the custom proposal forms and specific permissions for each agent

Posted on Tuesday, April 28, 2015

Taking customer requests very seriously. Turning the wish of a prospect, access to the management system only from the office and during business hours, very seriously.

Insurance Agency Management System in Review

Posted on Wednesday, April 8, 2015

A software system can be designed to optimize an agency's business processes or to tangle its management in a spaghetti bowl chasing the other end of a never-ending loop in training its employees.

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