Using an efficient management software system is vital for an insurance agency to be successful. NowCerts offers just the insurance management software your agency is in dire need of. The agency management CRM provided by NowCerts was designed with insurance agencies in mind, and is the best such software system that money can buy. This article looks at the various Nowcerts features.
The system is user friendly and state-of-the-art. It is designed in a way thatit has every feature that would be required by the average insurance agency or the agecny looking for more bells and whistles. Another software feature is commission tracking. This feature enables the user to view or print out a comprehensive commission report for every one of an agency’s sales agents.
NowCerts allows its users to check out insurance markets via automated real-time data exchanges with insurance firms. Such real-time data exchanges with insurers is vital as it assists agents to answer client inquiries quickly, return quotes and then close cases.
Another attractive feature of the NowCerts system is that it is completely online. Thus, the system can manage and store all the documents belonging to an agency securely. Additionally, it allows users to access and share data such as client applications, motor vehicle reports, and many others.
The NowCerts management program was designed specifically for meeting the needs of insurance agencies. However, NowCerts understands that each insurance agency is different from the others. Hence, if a certain agency has unique or special needs, they can redesign the software so that it includes features that satisfy an agency’s individual needs. In case an agency wishes to have certain features added to its CRM, NowCerts will make the changes, free of charge.
Additionally, they can also customize the systems to suit the agency’s needs. For example, if an agency has several offices with different numbers of agents, NowCerts can tweak the system to meet the agency’s specific needs, with it only having to pay monthly fees for just a single agency. Learn More About Nowcerts
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