| General Features | Business | Performance |
|---|---|---|
| 100% Cloud-Based System | ||
| Import/Export Customers & Prospects | ||
| Automated Reporting | ||
| Sweep Tracking & Reconciliation | ||
| Telephony Integration | ||
| Premium Finance Center | ||
| X-Date Tracking | ||
| Accounting Reports | ||
| Unlimited Documents and Storage | ||
| Rolodex | ||
| Employee End-of-Day Tab | ||
| Hyperlink to Insurance Company | ||
| Mail Label Processing | ||
| Company Announcements | ||
| Custom Fields | ||
| Forms Upload | ||
| Letter Blasts | ||
| Alert Fields | ||
| Multi-Office Customization | ||
| Task Management | ||
| Time Clock | ||
| Scan Now | ||
| Petty Cash Tracking | ||
| Carrier Downloads | ||
| eDoc and eMessage Download | ||
| Dashboard | ||
| Email Blasts | ||
| Drag-and-Drop Attachments | ||
| Bank Deposits & Reconciliations | ||
| ACORD Forms | ||
| Commission Reconciliation | ||
| Text Blasts | ||
| Custom Workflow | ||
| Automated Marketing | ||
| General Ledger | ||
| Batch Barcode Scanning | ||
| Task Calendar | ||
| Agent Dashboard | ||
| Taxes | ||
| Customer Types | ||
| Marketing Bridge | ||
| Submissions Generator | ||
| File Locker | ||
| DocMatrix | ||
| Texting | ||
| Independent Brokers |
- Included | - Optional (Additional Costs Apply)
