|
Quality Assurance Will Determine the
Actual Release Date.
It is currently
"scheduled" for March 2012. As I'm sure you'd expect, it is our
objective to make sure the product is as solid and error free as
possible before releasing it to the general public. |
The First System Designed By
Insurance Automation Consultants ... Introducing The Desktop CSR!
When it comes to agency automation, it all
starts with taking care of your clients and servicing their policies. This is the foundational piece to any
management system!
And that's what
the Desktop CSR is all about ... servicing and managing your clients and
their policies.
The Desktop CSR is loaded with features. And having been built from the ground floor up to allow
your staff to massively increase their productivity, that means
servicing more clients and policies each day and getting your
work done much faster!
To summarize the Desktop CSR, it will
offer you ...
 |
The Desktop CSR provides you with the
tools and automation you need to offer quick
and superior service, along with being built from the
ground floor up to massively increase your productivity.
|
|
|
The Desktop CSR will include the primary Hubs
needed to service your clients and their policies along with
handling your agency's accounting. Listed below is the
Hubs available in the Desktop CSR ...
|
The Carrier, Staff and Vendor Hubs will not offer
the full management features the TIME system will since those
features are exclusive features other systems just don't offer.
Even though the Desktop CSR will not have the
Marketing Hub which takes insurance agency marketing to a whole
new level and more effectively automates it, it will offer basic
marketing which is still better than what you'd see in other
systems on the market.
|
|
 The
Desktop CSR will include all but one Service Tool the TIME
System will have (campaigns). As you can see by the
image of the Service Tools the Desktop CSR will have to the
right, you'll have all of the tools you'll need to provide
your clients with an exceptionally high level of service.
|
|
|
The Desktop CSR will offer Company
downloading with both Personal Lines (v.1.0) and
Commercial Lines (v.1.0), and it'll offer Commission
downloading (v.1.5). |
|
|
We planned for Data Conversions from
day 1. If you're coming from another system and need
the data converted, we can do it. |
|
|
You can open up unlimited Client Records
and Policies at the same time!! |
|
|
For quick access of information, you have
locations, drivers and vehicles readily available without
having to open up the policy. |
What's exciting about what we've done
with Desktop CSR for the growing agency is we've provided you with a
product much like the other systems on the market where the focus is
on managing your clients and their policies. The
difference is we brought many features to the 21st century, further
automated the system and created a common-sense workflow in
the system.
Then we kept the price low so
you could afford to purchase a management system with high-end
and advanced features.
You won't ever have to
settle for a low-end system again because it's lower in price!
We clearly understand how little profits the smaller agency has and
we want to be a system all agencies can benefit from.
Finally, as you grow and your needs
increase you can choose to upgrade to our TIME System. But,
upgrading from the Desktop CSR to the TIME System is unlike any
upgrade that's ever taken place in this industry before. You'll also be excited
to know there's NO down time when converting! Here's
why...
-
Moving from our Desktop CSR to our
TIME System is a seamless operation and does not
require a data conversion because they share the same SQL
tables.
-
In addition, because the layout is
very close between the two systems (other than the TIME
System offering new features), you won't be faced with a new
learning curve ... you'll just continue on like you did with the
Desktop CSR. The only thing that changes is the new
features you now have.
Putting these pieces in place and
giving you this kind of upgradeability came about because our
focus is on you. Isn't this the kind of upgradeability you
want ... No down time, no data conversion and no new learning
curve?
If you had to describe the perfect upgrade going from
one system to another, wouldn't this be it?
This also greatly reduces
your risk to purchasing an agency management system...
Remember, we've been working with
agencies for 20 years and understand very well your growth
cycle, how your profits are affected, how profits margins are
affected and change, how your needs change as you grow and much
more.
-
Add to this, you can start out
with a lower cost yet very powerful client and policy management
system upfront -- our Desktop CSR -- and as your budget allows
[and as your profits increase which they will when your agency
become more productive], you can upgrade to the TIME System
without any down time, without the high data conversion cost for
a full detail data conversion and you don't need to spend
thousands of dollars on training courses to learn a new product
because the layout and workflows are the same.
We're on your side. That's
why
we designed these systems and created this company... to provide you
with the automation you need, training to use them very
proficiently, support to make sure you're taken care of and to serve
you and to do all of this as cost effectively as we can for you.
Talk to us and get the rest of the
story. We believe you'll also find us to be the kind of
company you want to do business with!
