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Agency Master Platinum has all
the power that a larger agency needs. It handles multiple offices with
multiple trust accounts. Platinum has a powerful navigation structure
with floating toolbars at the top and left edges of the screen. You
can easily navigate anywhere in the program in seconds. Platinum fully
integrates with the FORMS, LOGIN, ADAM and LIVELINK add-on programs.
Platinum has the most powerful accounting package in the
industry and is all written in insurance terms. You perform functions
like renewals, endorsements, and such on easy to understand screens
and all the difficult double-entry bookkeeping work is done for you
behind the scenes. And reports keep you on top of the flow of your
business.
Agency Master Platinum Features
FSC rater import
Automatic Renewal Letters
Client Notepad
Suspense/Dairy
Renewal Lists
Search by: First/Last name, address, policy #, telephone #, Drivers lic
#,
last name
of any driver, SS #, 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
Full agency accounting
Accounting Reports
Automatic handling of sweep accounts
Policy: Endorse/Uprate, Renew, Cancel, Reinstate, & Rewrite a policy
View policies set to cancel
Trust Account: Reconcile & Reconcile History
Trust Account: Track Multiple Trust/Sweep Accounts,
deposit register, multiple locations,
Trust Account Reports: Receivable [cash/check/credit card], Payables,
Checks not printed, Deposits applied/non-applied]
Trust Account NSF Report
Accounts Receivable / Cash Received
Commission Receivable from carrier
Accounts Payable
Producer Commission Payable
Prints: Client Receipt, Certificates of Insurance, ACORD forms,
Invoice
Carrier Statement Reconciliation
Daily Automated Data Backup
Pickup/Deferred payments & promissory note tracking
Print Check to Carrier
Nightly Automated Tasks: Backup, Automatic renewals, renewal letters
Reports: Policy-in-force, new business sales, Gross profit
agency/producer,
Net Profit agency, deferred/pick-up payment
Receipt history
Policy History – view all operations ever performed on the policy.
Policy accounting history
In addition, the following options can be added at any time. With
Platinum, all are fully integrated with the base system:
Many more full features are available. Please
contact us
to schedule an online demo.
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Copyright © 2009 Agency Master, Inc. All Rights
Reserved. |
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