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PolicyManager for the
Independent Agency
New for 2004 PolicyManager is a
low cost web based policy management system designed for the
Independent Agent. It combines SureForm, our electronics forms
software and document management to create an affordable agency
management system.
PolicyManager features quote import from popular rating software,
application uploading and policy issuance for participating
insurance providers as well as generic data import for all others. A
full featured policy management capability includes detailed
transaction history, daily pending reminder and scanned document
storage.
With automatic Internet updates you'll always have the most up to date software version available.
And as your agency grows you'll be able to harness the power of the
Internet with email, direct application uploading to insurance
providers and many other cost and time saving applications.
Browser based
PolicyManager gives you a flexible cost effective agency management
system that is the solution for the Independent Agent.
FEATURES:
Internet
Access - access your agency data from your browser anywhere
- at home or
from multiple offices.
Built-in Electronic Forms - electronic forms make it
easy and fast to process your policy applications. Reduce mistakes
and returned apps from the insurance company. Standard and custom
forms are available which greatly improve office efficiency.
Rating Interface to popular rating software - with a
click of your mouse, import rating information directly into
electronic forms and customer database. Support for many popular
rating software vendors.
Document Management and Electronic Forms Storage -
store all related documents by client for fast easy access. Include
electronic forms and image documents. Retrieve any document with a
click of the mouse.
Image Import - import scanned images of documents,
import photo images directly from electronic cameras.
Integrate with company web sites - link
policies directly to company web site, providing up to date client
information such as,
drivers, vehicles, coverage's, policy status and other information.
Upload applications, payments and other forms - for
participating insurance carriers.
Pending/To-do - pending for customer follow-up information.
Automatically lists pending items by user and pending date.
Contact us today
to get started.
Call
1-480-551-0798 or email us at sales@insdyn.com
for more information.
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