Agency Master GOLD is the perfect entry-level system with an unbeatable 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. Age3ncy 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.

Watch the video to see the power and ease of use of Agency Master GOLD.

Details

GOLD includes all the following features and functions:
FSC rater import
Automatic Renewal Letters
Client Notepad
Suspense/Dairy
Renewal Lists
Search by: First/Last name, address, policy #, telephone #, SS #,
               last name of any driver, Drivers lic #, license plate #, VIN
Prints: Broker Letter, Promissory Note, Automobile ID card
Form Letters in English or Spanish
Form Letter history
Database screens: Auto, Home, Life/Health, Commercial
Marketing Letters
In-Office messaging & e-Mail
Mailing and Folder label printing
Scheduling Calendar
Digital photo database
Electronic To-Do list
Loss Payee database: Update all clients Loss Payee addresses in bulk
Pro-rate wheel
Alarm reminders
Spoken Notes attached to client

OPTIONS (additional cost)

* LOGIN: Automated Carrier Website login
* ADAM: Scanning and Document management (paperless office)
* ACORD Forms
* Automated Faxing: Receive faxes on computer forward to user, and assign to client
 

 

 

 

 

 

 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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