Insurance Agency Management Software

Out of box solution connecting all stakeholders for streamlined insurance distribution and commission management with complete record-keeping of clients, policies and brokers for multiple carriers.
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Solving the Most Critical Life Insurance Agency Management Challenges

Benefits of using a Modern Agency Management Software

  • Connect Stakeholders Across Agencies, Banks, Brokers & National Accounts to carriers
  • Commissions & Compensation Management
  • Ensure Accuracy of Carrier Fees & Commissions
  • 100% Accurate Commission Reconciliation, 100% Peace of Mind
  • Licensing, Contracting & Appointments
  • Track Leads & Advisor Productivity

Key Features of our Agency Management System

  • Easily manage complex commission structures
  • Fully integrates ACORD & CITS feeds
  • Best of breed business processes built in
  • Modern & open platform that lets you own your data
  • Exceptionally intuitive user experience
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