Agency Management System

Manage your agency the smart way by centralizing all information including prospect and client data and employee activity.


of employers select a broker based on promptness and effectiveness of service.

Create efficiencies and enhance service by centralizing all agency activity.
Save time by generating RFPs and proposals in less than an hour.
Make sure you’re paid what you’re owed by tracking commissions and variance.

Centralize client information, generate RFPs, and track commissions and variance. Real-time system data reporting. Integrates with Microsoft Office suite.

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