Adding value to your core management systems
We have been modernizing and improving our core agency solutions at a rapid pace, ensuring we deliver the best accounting and servicing workflows to run your business. Providing easy access to policy records and appropriate accounting functionality is the starting place. Our approach to agency management is unique in two areas: automation and connecting the technologies you rely on.
Connecting your technologies
Successful agencies need to leverage a variety of technologies, including client engagement, market connectivity, analytics, CRM, payments, communications, lead generation, and more. As your business evolves and as new solutions emerge, it’s more important for your AMS to integrate and connect with the tools you need than for it to do everything.
To drive efficiency, your AMS should connect to all your technology. We’re building out a complete platform that brings together your go-to solutions and simplifies the way you deliver insurance.
We’re delivering more agency management features and enhancements than ever before. Check out some of most recent releases for your core products:
Up next: Connectivity drives a better client experience and a more productive staff