Services
Improve day-to-day operations with a modern Agency Management System. We believe that 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 different systems and forms. PolicyLinx™ tracks and links all of your data from the application, rater, quote, binder, endorsements, policies, claims, accounting, and bordereaux. With information at your fingertips and real-time reports in the Policylinx Agency Management System, you'll have a competitive edge. We cater to Retail Insurance Agencies, Managing General Agents and Underwriters, 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 as with other software. Your data can be accessed anywhere there is a computer and Internet. Download from IVANS and eliminate duplicate entry. Download from your bank and eliminate re-entry of Accounting. 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, Excel, and PDF. Our agents choose our system because we offer customizations and cater to each client’s needs individually.
Contact us today to schedule a free demo and see why PolicyLinx™ Agency Management System is the best value for your business. Your users and carriers will thank you for choosing us. Our product is easy to learn, use, and grow.