KEY NOTES FOR POLICYLINX, AGENCY MANAGEMENT SYSTEMS FEATURES

with Street View for your insured's address

Single Entry - Move your new and existing contacts from Policylinx Agency Management System to your marketing lists.

Single Entry - Get additional property info for your insured locations.

Single Entry - Scan your clients, additional parties, claimants against the OFAC list with push of a button.

Certificates, Auto ID Cards, Applications and various other Forms

Single Entry - Auto complete several MGA applications without re-keying most fields.

Access to monthly FMCSA Trucker data by DOT #

Easy Invoicing and Commission Tracking

Easily split commissions with sub producers

Bank Reconciliation, Check Printing 

Carrier Payment and Reconciliation

Profit and Loss Statements

Balance Sheets

Create, Save, and Email documents, emails, Acords, policies, Word Merge docs, images, etc from the system.

Quick indexing and search features - Never lose another document

File and Drawer Schematic

Drag and Drop

Go paperless!

Create and Share Tasks, Attach tasks to documents, Export to Excel, Split by team member

Expiration lists, loss runs, quotes, Commission reports, General Ledger Statements, Endorsement Log, Invoice Register, Company List, Client List, Wholesaler List, Vendor Lists, Production Reports, and much more.

Easily export any report to PDF, Excel, CSV.

Licenses by Producer

Reports to show expiring licenses

Acord Forms

Acord Certificates - with capability to print or email to multiple recipients at the same time.

Acord Auto ID Cards

Easy Invoicing and Commission Tracking

Bank Reconciliation, Check Printing 

Carrier Payment and Reconciliation

Profit and Loss Statements

Balance Sheets

Monthly Carrier Bodereaux

NISS

ISO

Claims Adjusting

Claims Check Issuance

Set up Mandatory and Optional Forms by Line and State

Editable fields

Single Entry - Push Issue and all forms pull and populate with policy information.

Save to Insured record

Export to PDF

Email to your broker out of system

Create, Save, and Email documents, emails, Acords, policies, Word Merge docs, images, etc from the system.

Quick indexing and search features - Never lose another document

File and Drawer Schematic

Drag and Drop

Go paperless!

Create and Share Tasks, Attach tasks to documents, Export to Excel, Split by team member

Expiration lists, loss runs, quotes, Commission reports, General Ledger Statements, Endorsement Log, Invoice Register, Company List, Client List, Agents List, Vendor Lists, Loss Runs, Loss Ratio Reports, Open Claims, Active Policies, Retention, Production Reports, and much more.

Easily export any report to PDF, Excel, CSV.

Licenses by Agent and Producer

Reports and Letters for expiring licenses and E&O