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Agency Master GOLD is the
perfect entry-level system with an incredibly low price.
It has all the core features agencies need and is very easy to
learn and use. Many agencies will never need more power than
GOLD but add-ons provide a flexible growth path as needs
change.
Other agency management
providers usually have a starter system and an expensive large
system. In most cases, they are separate products. Switching
from one to the other is like starting over. Agency Master is
different. As you add options or if you upgrade to the
Platinum version, all the data you have previously entered is
carried over. The screens and operations you learned in GOLD
look and work the same way in Platinum. With its easy upgrade
path, your agency will never outgrow the Agency Master family
of products.
Agency Master GOLD is
available in two versions: Local
and web-based Cloud. You can
select whichever meets your needs, secure in the knowledge
that you can switch between them if you later desire
that.
Features of the GOLD
Package
GENERAL
- Easy to use
- Prints letters in English or
Spanish
- Link Multiple Offices
- Digital photo database attached to
each client
- Print: Invoices; Broker
Letter; Promissory note; Auto ID card and much
more
- Invoice a
policy
- Invoice Aging
Report
- Alarm
Reminders
- Pro-Rate
Wheel
- Loss Payee database: Update all
clients Loss Payee addresses in bulk
- User To-Do
List
- Scheduling Calendar with daily;
monthly; or yearly view
- Mailing and folder label
printing
- Instant In-Office messaging within
Agency Master
- All lines of business: Auto; Home;
Commercial; Life & Health (Individual &
Group)
- Advanced Search by: First/Last name; address;
policy #; telephone #; last name of any driver; drivers lic
#; VIN etc
- Suspense /
Diary
- Automatic Renewal Letters for Agency
Bill notification
- Claims
Tracking
- FSC rater
import
- Client
Notepad
- Customizable
dropdowns
- Carrier Underwriting questions tracker
CLIENT
HISTORY
- Tracks all events with screen shots
- View
all operations ever performed on the policy.
- View all screen shots from carrier
web sites
- With a simple click on a line in the grid you
can see all events on a policy like: date, line of business,
type of history (ACORD© form, screen shots every web access,
notes , letters, suspense diary, invoice, claim
activity,
endorsements, payments, and many more) &
user.
END OF
DAY
FUNCTIONS
- Daily Automated Data Backup for
every day of the week.
7 possible copies from 7 days for ultimate
backup. Backs
up all data files and documents.
- Automatic
Renewals
- Automatic
Cancellations
- Renewal Letters for Agency Bill
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