Services
Improve day-to-day operations with a modern Agency Management System. Managing your data is key to success in this fast-paced, competitive, and dynamic marketplace. Eliminate the need for paper files and extra staff to re-key the same data into multiple systems and forms. PolicyLinx™ tracks and links all of your data from the application, custom rater, quote, binder, endorsements, policies, claims, accounting, and bordereaux. With information at your fingertips and real-time reports you'll have a competitive edge. We cater to Retail Insurance Agencies, Managing General Agents, Wholesalers, Third Party Administrators, and Insurance Carriers .
Follow the workflow of your staff, know when items are due, set reminders, and create, assign, and forward tasks to yourself and team members. Never miss compliance or an expiration date.
PolicyLinx™ Agency Management System can manage multiple divisions and separate accounts and financials by branch. The beauty of our system is all of the data is Online, so you don’t need I.T. staff or expensive servers. Your data can be accessed anywhere there is Internet. Download and eliminate re-entry of data. Fill MGA Applications with our Single Entry System. Upload and Modify existing PDF's. The versatility is endless.
Our comprehensive, user friendly system let’s you track producer and adjuster licenses, generate reports, import/export data, create accounting ledger entries, issue policies, print vendor and claim checks, and integrates to Word and PDF. Our agents choose us because we listen and offer customizations and cater to each client’s needs individually.
Contact us to schedule a free demo and see why PolicyLinx™ Agency Management System is the best value for your business.