|
Monthly Title Review
|
| Title
- NaviSys Front Office |
| Author
- NaviSys |
|
Short Description
|
| Offers
unmatched customer sales experience to producers, policyholders
and home office staff alike. As a provider, you can also look
forward to streamlining your sales and service, completing illustrations,
quotations and applications quickly, closing sales in record
time, and building lasting customer relationships. |
| NaviSys Front Office Download |
|
| - Agency Matrix |
| Agency Matrix
Description |
Agency Matrix is a 100%
web based management system. You can access your management
system from anywhere in the world, even your cell phone.
Why do most management companies charge hundreds if not thousands
a month and charge a per user fee?
· Unlimited uploads of documents and photos.
· Direct hyper link to Insurance Companies.
· Print letters and receipts in English/Spanish.
· No monthly fee on ACORD Forms.
· Month to month- No contract.
· Customer Support and back-up CDs
· 24-hour access to files
Agency Matrix's solution provides easy to use automation and
a user-friendly interface to eliminate much of the burdensome
processes associated with your business. Every client, every
policy, every form, every endorsement, payment, image, and report
you could ever need or want is just a click away.
Agency Matrix has all the tools you need to stay organized,
paperless, and in tune with your business.
Home Page
- Customize with your agency logo
- Write office notes to staff
- Staff time in feature
- Locate the nearest office for your clients
Customer Detail
- Easy access to customers
- Automated address correction
- Print customer letters in seconds
- Unlimited photo & document upload
- Quick link to insurance company
Reporting
- Accounting
- Investigative
- Production
- Statistics
- Employee
Training
- High quality training videos
- Business, sales, and leadership training
|
| - Agency Matrix
Download |
|
