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Diary / Suspense
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Agency Solution's Diary and Suspense is quick and easy. You can
suspense transactions and see them immediately upon logging into your system.
We also provide an automatic method to track changes to policy and
other accounting transactions.
You can also use the diary system as an internal e-mail system for reminders
and follow-ups to yourself or other system users. When completed,
the item can either be closed and saved on the client's account.
Our diary system even handles your transactional filing needs quickly
and efficiently. No matter if you date file or client file our diary
system can save you time by keeping valuable client information at your support
representatives fingertips. No need to make those long trips to the filing
cabinet.
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