Product Features
- Cloud and Web based or In-House Install
- Disaster recovery
- Business continuity
- Multiple office support
- Document and photo uploads
- Secure and confidential servers
- 99.9% uptime guarantee
- Norvax Broker Office integration
- Custom enhancement requests
- Support: online, phone, email
- On-site Training
Agency Management
- Employee, Associate, and Management tracking
- Licensing documents and attachments
- E&O management
- Carrier management
- Activity tracking
- Hierarchy tiers
- Roles and privileges
Client Relationship Manager (CRM)
- Policy management
- Client tracking
- Renewal alerts and management
- Product alerts
- Client revenue tracking
- Historical tracking
- Email alerts based on policy status and actions
- Email newsletters
Lead Management
- Health leads
- Homeowners leads
- Life leads
- Medicare leads
- Auto leads
- Group leads
- Workers Compensation
- General Liability
- Production based routing
- Auto email capability
- Historic tracking
- Forced lead technology
- Automatic dialing
- Lead posting for real time support
- Lead imports and manual creation
- Time zone support
- State licensing routing (Agency Management Integration)
- Attachment management
- Norvax quoting integration
- Associate and Management lead assignment
- Instant messaging capable
- Call recording (optional)
- Video conferencing
- Call conferencing
Commission System
- Manual, semi-auto, and automatic features
- Commission uploads
- Statement e-file system
- Security management
- Error checking
- Client revenue tracking
- 4 Tier hierarchy support
- Commission category assignments
- Group and individual based rules
- Account management
- Associate loss account collections
Quality standards
We understand the importance of a quality productOur system has been tested extensively to meet the needs of agency owners. The perfomance and speed is far above our competitors.