|
|
|
Policy Driven
|
Agency Systems is a 'Policy Driven' system whereby everything is attached to the
policy, including:
- Invoices
- Risk
- Claims
- Images
- Forms
- Client Notes
- Diary/Suspense
- Memo's
- Cash
This simplifies the organization of information and allows your service
representative to find information quickly and easily. Keep in mind that
all items are attached to the client's account as well.
|
|
