Integrated tools in your Insurance Management Software

December 27, 2022By software support

The advantages of integrated tools in your agency management software As an insurance broker or agent, you must stay organized and on top of your client’s needs.  One way to accomplish this is through the use of a comprehensive insurance agency management software.  For example, having software, with a built-in book-of-business (address book), policy renewal … Read More

Using an Agency Management System over a CRM

December 11, 2020By software support

Benefits of Using an Agency Management System over a CRM In the insurance industry you are likely going to need either an Agency Management System (AMS) or Customer Relationship Management (CRM) software to manage your book of business. Regardless of the system you use, you need to make sure it is easy to use, can … Read More