|
Quality Assurance Will Determine the
Actual Release Date.
It is currently
"scheduled" for 4th Quarter of 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. |
Why Are These Systems Called
"Agency" Management Systems When All
They Do Is Manage "Clients" and "Policies"?
Introducing ...
A True "Agency" Management
Systems - The TIME System!
These systems are called “Agency Management Systems”, yet all
they do is manage clients and policies. The
President wanted
a full-blow true Agency Management System. That means a
system that manages the whole agency. Take a look ...
With the Desktop CSR we offer all of the key tools and features an
agency needs to manage their clients and policies. The TIME
System then picks up where the Desktop CSR ends by adding to the system
the additional features needed to more fully automate the agency.
With the TIME System
you'll be able to manage and work with your carriers, staff, and vendors
very much like you work with a client with full notes, follow ups and
correspondence along with personalized service tools specific to the
Hub. Here's an image of the Carrier Hub in v.0.921 (click on
thumbnail to enlarge) ...
Did you notice the
specialized Service Tools for a carrier?
Staff
Hub:
In the Staff Hub with
the TIME System you have the following Service Tools ...
Notice this Hub offers full
insurance licensing management, time off and vacations and it gives each
user a password manager to stay on top of all of the passwords they need
to remember for software programs and websites.
You can even add notes,
follow-ups and correspondence to a staff record just like you can at a
client record. You also have these Service Tools at the Carrier
Hub and Vendor Hub.
We'll even be offering many Human Resource features by the time it's all said and done.
Managing, supporting and
more effectively working with your staff just got a whole lot easier in
the TIME System.
Global Hub:
You'll also have
reporting at a whole new level. In addition to our Report Hub,
you'll also have our exclusive Global Hub. Our Global Hub will open up
a whole new door of opportunities for you along with giving you detailed
information & statistical information about your agency, your clients,
policies and much more! Here you'll be able to analyze your book
of business, find black holes, find sales opportunities, find patterns
in your business and much more. Here are a few more advantages to
the Global Hub ...
You’re going to really appreciate
what you can learn about your agency and the
business going through your agency. For example,
very easily see how much business is totally running
through your agency. Then start breaking it down …
by company, by line of business, by plan code, by
producer, by status (N, R, etc.), on any other field
or combination of fields.
Find black holes in your business,
see which LOB’s are the most profitable and least
profitable, learn how “averages” can help you
determine what’s worth pursuing and what’s not, and
so much more.
You’re going to be amazed at how the
Global Hub will take your existing data and open it
up to you in a way that will really allow you to see
what’s going on in your agency. With the ability to
create queries and sort orders on any field
or combination of fields, your only limitation is
not realizing all of the different reports you can
create and what those reports mean to you. We’ll
help you!
No more guessing. No more wondering. And don't worry, we'll show you how to use the
Global Hub to get the information you need and will then explain why
this information is key to your agency. We'll show you how to
effectively work "on" your agency!
Sales
Hub and Marketing Hub:
When you've increased the
productivity in your agency and are ready to start marketing, you'll
fall in love with our Marketing Hub and Sales Hub. The Marketing Hub will offer you marketing strategies and help
you find sales opportunities to create a marketing approach for. Find cross-selling and up-selling opportunities. Manage prospects,
quotes and renewals at whole new level. You'll be making so much
money from the Marketing Hub and will be growing in leaps and
bounds.
While the Marketing Hub
will be bringing in the leads and complementing the sales process, it's
the Sales Process Manager (Sales Hub) that automates the whole
sales process. Not only that, you'll know in an instant how many
sales opportunities your team is currently working and have worked over
this past year. You'll know what your closing ratio and create
sales approaches to increase that number. You'll be able to track
everything so you'll know what's working and what isn't, while
automating the process to make your teams job a whole lot easier.
With the TIME System, it's a whole new ball game giving
you an unfair advantage over the other agencies in town. This is
the system the other vendors don't want you to know about... Now
you're starting to know why!
Having the Information and Tools To Work "On" Your Business
By not having the
real facts and accurate information, it's hard to effectively work "on"
your business... it becomes just a crap shoot and how way too many
agencies make decisions for the direction of their agency.
We're adding these
key elements
because we're all about results. These elements allow you and us to see
the results you're getting and collect important information.
We even have an
add-on module that will allow you to find patterns and statistical
information, and to really analyze your clients, your book of business
(including history and past terms) and much more. When you see
just what you can learn about your agency, clients, book of business,
staff and more and then all of the things you can do with that data and
information, you'll want to get onto the TIME System as soon as possible
where you'll have the tools to effectively work "on" your agency.
We are very committed to your success, profitability, increased
productivity and automating your whole agency. To
achieve this you must have the tools to find the information to know
what's really going on in your agency! Then we'll show you how to
take this information and use it to work "on" your business.
These are just the beginning of the tools we'll be
offering you to effectively work with your staff and "on" your business.
