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The Client Hub: The Central Place for Servicing Clients

 

 

You're A Busy Agency With A Phones That Never Stop Ringing From Customers Needing Help With Their Policies.

It's Times Like This That You'll Really Appreciate How Quickly You Can Find A Clients Record (34 Different Ways) And The Common-Sense and Extremely Efficient Client Hub!

Your Customer Service Time Just Dropped Like A Rock!

We paid very close attention to the layout of the systems so they would be easy to use and provide the functionality you need to service your clients fast.  Because of how carefully we designed the system for maximum results, both of our systems have the same look and feel.  They only differ by features.  Learn one and you've learned them both!

That means if you upgrade from Desktop CSR to the TIME System there's not a new learning curve. 

Plus, we've made upgrading from the Desktop CSR to the TIME System extremely easy and very cost effective ... you won't need a data conversion and won't go threw a new learning curve.  We've really thought about your needs and budget when designing these systems!

 

* This is an image of the Client Hub.  We're still working on it and adding more Service Tools to it, but this should give you an idea of how it's going to look.

Additional Information on Activities:

Under Activities just above the Service Tools, after each activity there will be how many or the amount in the case of Amount Owed.  Then to process or review the items, just click on the activity which is a hyperlink.

 

Additional Information on Service Tools:

When you include accounting, you receive the following Service Tools ...

Billing Transactions

Client Ledger

Billing History

 

When you click on it opens up another menu with the following choice ...

  • Forms - The rest of the supporting ACORD Forms for a Policy like ID Cards

  • Certificates of Insurance

  • Evidence of Insurance

  • Binders

  • PCR / END

  • Claims

We've overhauled each of these areas to provide you with the automation and functionality you need for those forms.

 

The Client Hub is 1 of 10 Hubs To Create A More Complete Automation Solution For Your Agency

  

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Contacting Us:  The best method today to reach us at info@agencyateam.com.  Please allow 48 hours for a reply. 

You can also call 888-474-4882. However, we will not be returning inquiry calls on the product until after General Release.  If you leave your email address we'll reply to your phone message via your email address.  Please understand, we are working incredibly long hours preparing for the General Release of our agency management system.

 

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Isn't It Time You Got Your Time Back?

Now You Can ... The Desktop CSR or TIME System