agency management systems
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Our Agency Management Systems Were Designed to Increase Your Productivity…

agency management systemsAgency Management Systems designed by insurance automation consultants with 25 years of experience helping agencies to maximize their automation and management system! This is a huge advantage for you. That’s because —

We didn’t need to “ask” hundreds of agencies what they wanted in their agency management system. Instead, we worked with many hundreds of agencies and learned first hand exactly what you need and want in your automation system! You will not be disappointed!

agency management systemsThe average CSR will service 2 or more clients and policies at the same time. Because of this we made absolutely sure that our system would allow your staff to open more than 1 client and policy at the same time… you’ll love this feature in the system!

agency management systemsThey’ve been designed from the ground floor up to massively increase your productivity by re-engineering them from being “feature” driven to being “process” driven. This is foundational to our products and has been our core focus from day one! Your staff will get a whole lot more work done in a lot less time.  Or, as we like to say, “You’ll be getting your time back!”

agency management systemsWe’ve re-engineered the agency management system taking it from being a “feature-driven” system to being a “process-driven” system … This makes a huge difference when it comes to serving your clients and processing your work!

agency management systemsOur agency management systems are by far the easiest systems to learn and use on the market. We clearly understand how important easy to use is to you!

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agency management systemsThe system is very single-entry … Enter the information just once!

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agency management systemsWe are bringing to the industry over 40 exclusive features no other system has with most focused around helping you and your staff to get your work done faster and more efficiently.

agency management systemsNot only do we offer world-class automation, because we’re consultants we’ve also put together some of the best training you’ll ever see or experience from a vendor.

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Plus, you should find these features valuable:

agency management systemsWe planned for data conversions, to integrate with rating systems and other 3rd party programs, and to interface with your carriers from day one!

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agency management systems

We’ll be introducing TWO agency management systems…CP Manager which is a Client & Policy management system like the other systems on the market and the TIME Agency Management System that’s been designed to be a “true” agency management system.

We’ll also be offering some of the best (and lowest cost) training courses available:

Training The Right Way

Training Courses to Increase Your Productivity & Help You Build Your Agency!

As insurance automation consultants, training agencies to maximize your usage of your agency management system and agency automation is what we do.

Uniquely, we’ll be offering more than just Product Knowledge training courses. We also offer the advanced training you’d normally hire a consultant to handle. Because of our extensive background in productivity strategies, workflows and agency marketing, it makes since we’d also be handling that training for you too.

The advantage of us handling all of your training needs is the right hand (productivity training) is in sync with the left hand (growth strategies) working in harmony together!  This way everyone’s on the same page working together for your benefit!
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