Why use a Management System?

1.) Centralize Customer Files with CRM and Document Management

2.) Improve E&O Documentation

3.) Single Entry

4.) Claims Tracking & Loss Runs

5.) Statistical Reporting 

6.) Enhanced ability to cross-sell with Marketing Tools

7.) Improved efficiencies, profitability and professionalism

8.) Real-Time Diary Activity and Reports

1.) If you're on an old system that can no longer be changed

2.) If you're using a system where YOU perform backups and updates

3.) If your system is not a true cloud based system

4.) If paper is abundant in your office

5.) If Agency staff is complaining about a backlog

6.) If you are not able to easily support remote staff