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   Sample Screen Images of Key Features

Here are some core reasons how Agency Systems makes it easy to service your accounts:
  1. Client Explorer is where you can easily see transactions specific to each agent. For instance, see all policies, open submission and account balance for a specific Agent.
  2. It does not matter who the insured is, you see all agent transactions. But if you wish to see transactions specific to an insured, Client Explorer can filter other insured'sout for you. Likewise, if you want to see information pertinent to a policy, Client Explorer can filter out other polices for you.
  3. Client Explorer is the best way to quickly service an agent's entire account or deal with a single transaction for an agent.

    4. Client Explorer Sample Screen Images
    Agent Account Balance - Agent Receivable, "Current 30, 60, 90+ Columns", Applied Cash
    Agent Policies in Force - All Policies in Force for Each Agent
    Open Agent Suspense - All open Suspense Independent of Insured or policy
    Open Agent Submissions - All open Submission Independent of Insured's
    Submissions or Policy Forms - All Forms ever Created, Grouped by Policy
    Operator Suspense & Submissions - Logged in Operator's open Suspense & Submissions

  4. Entering an invoice in Agency Systems is a simple 2 step process. First, enter policy information. Second enter premium. We default your commission, the agent's commission, set up your company payable and finally hit the general ledger with your income. You can enter a policy and invoice in literally seconds.

    5. Billing Sample Screen Images
    Creating a Policy - Quick Policy Entry
    Creating Invoice - Enter Premium and We Figure Commissions for you

  5. Entering a submission is quick and easy to follow. From here, we can quote, issue binder, create policy & billing, and e-mail all documents and forms in single PDF.

    6. Submission Entry
    Submission Entry - From here we can create Policy & Billing when Binder Requested

  6. Agency Systems is easy to use, learn and therefore implement for your business. Just ask some of our customers
 
 
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