Services

Improve Productivity

Improve your day-to-day operations with a modern Agency Management System, MGA Management System, or Claims Management System. We believe that managing your agency data is key to success in this fast-paced, competitive, and dynamic marketplace. With information at your fingertips and real time reports, from anywhere on the Internet, you have a competitive edge from other companies and agencies. 
Who we cater to: • Retail Agencies • Managing General Agents • Managing General Underwriters • Wholesalers • Third Party Administrators • Insurance Carriers 
Eliminate the need for paper files and extra staff to re-key the same data over and over into different systems and forms.  PolicyLinx™ tracks and links all of your data from the application, custom rating, quote, bind, endorsements, policy and policy forms, claims, accounting, and bordereaux.

Create Workflows

Follow the workload of your staff, know when items are due, set reminders, and create and assign tasks to members of your team. Never miss a compliance or expiration date.  

PolicyLinx™ has the ability to manage multiple books for multiple locations if your business has a need to track finiancials by multiple branches or division.  

The beauty of this system is all of the data is Online, so you don’t need to have a team of I.T. people on staff and you won’t need to buy and maintain expensive servers like you do with other software products.  Your data can be accessed anywhere there is a computer and an Internet connection, day or night. You can even provide read only logins of the system to your insureds or carriers to view policy and claims information, invoices, and print Auto ID Cards.

Download from IVANS and eliminate any duplicate entry of policies, Direct Bill Commissions, and Claims.  

Auto fill any MGA Applications with our single entry system.

Ease of Use

Our 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 documents.  Many agents choose our system over others because we offer customizations and cater to each client’s needs individually. 

Contact us today to schedule a free demo and see why PolicyLinx™ is the best value for your business.  Your users will thank you for choosing us as your new system.  With user navigation, logical placement of tools, and our in-depth help pages, your staff will have the system working for your office in no time at all.  In fact, training time for most agencies is just a few days.  This time period can vary by size of the agency.