Products
Agency Accelerator
Designed in response to an extensive
"wish list" generated by agents, this package consists of several powerful,
user-friendly modules offering the following features:
Integrated Private Passenger Rating - no more importing or exporting quotes
to re-rate policies.
Forms Processing - convenient printing of company, registry and ACORD forms.
Database Management - instant policy retrieval. Efficiently process new
business, renewals and endorsements.
Payment Tracking and Reconciliation - quickly prepare all daily cash and
transmittal reports.
Built in Word Processing - easily create letters to automatically merge with
elements from the policy database.
Policy Upload/Download - verification routine compares agency policy info
with company download to ensure accuracy of all data. (No more manually
checking DEC sheets.) Transmit your auto policy info to CVR to eliminate
duplicate entry when registering vehicles. Also upload directly to Thrifty Financial Services
bypassing manual web entry of contract information.
Many other convenient features - comprehensive agency management reporting.
Contact manager, scheduler, diary and reminder. Modular construction allows
you to add features as needed.
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