Insurance Administration Made Simple! Insurance software is something your company must have, below are a few benefits that insurance software gives you:
-Designed specifically for Life and Health Producers.
Insurance software is specifically designed by successful agents who sell Life and Health products. If you are licensed to sell Life and Health Insurance or run an L&H insurance agency then you need insurance software. It will enable you to take your success to the next level.
-See your business and personal appointments and tasks when you open the program.
A variety of options allows you to displays personal appointments and tasks as well as showing all of your business appointments..
-Compute your commission on each sale.
When you enter the percent of commission the program automatically converts the premium amount to dollars earned. A commission report can be printed for a single agent or all agents in the database for any range of dates selected.
-Send letters and information to groups of Clients or Prospects.
All you have to do is type the body of the letter, identify the people you want the letter to go to and click Print. The program automatically enters the current date, the inside address, salutation and complementary close. It also prints labels for the letters you are sending. This data can be exported to Microsoft Word, Outlook and Excel.
-User Defined Fields (UDF) allow you to customize the program.
-Tracks multiple agents.
-Renewal Date Report.
The program is designed to automatically enter a Renewal Date when the Effective Date of the policy is entered.
-Keep track of group policies by the Group Company Name.
-Add additional policies to Clients record.
-Export data to other programs.
-Never lose a lead or miss a sale.
You will have a permanent, easy to locate record of every lead. Using the various reports, leads can be easily organized to insure you are working efficiently.
-Find the Client or Prospects complete record instantly
-Detailed reports help you track sales and organize leads.
-Client and Prospects current age is always displayed.
-A Network version of the program available.
The Network Version allows multiple users in a network environment to access the data simultaneously.
-Export selected Client and Prospect data, Appointments and Tasks to Outlook.
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