A web-based Agency Management System developed based on an imaging application (PDF file) for the small to medium size property & casualty insurance agency. There is not a product available in today’s market that addresses this need and is cost effective for the small to medium size business.
This innovative product targets all businesses (insurance agencies) whether or not they have an agency management system. The majority of property & casualty insurance agencies currently work in a paper file operation mode, causing errors, redundancy, continuous daily pulling of files, uncontrolled costs, ineffective time management and the potential breach of security on clients’ sensitive information. Additionally, paper files do not provide an adequate way to track sensitive information that has been viewed or modified by staff members.