Insurance agency management system. Includes client screens, coverage screens, client accounting, word processing, memos and suspense. Options are ACORD forms,paperless office,check book. Pricing starts 2 $1499.
Keeps track of all documents scanned for each client. Reduces the size of the image. Allows the image to be printed faxed or emailed. Keeps scanned date for transactional filing. Can be upgraded to full agency management system.
Insurance Agency Management