SYSTEM CAPABILITIES AND FEATURES

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AGENT / AGENCY TRACKING

Whether you are a single producer or a General Agent or Broker tracking and recruiting sub-agents, the Agent Manager portion of AGENCY EXPERT will allow the proper tracking of Agent/Agency information including; Notes, Licenses, Appointments with Carriers and Continuing Education Requirements.

AGENCY EXPERT for Windows gives you the most extensive agent/agency tracking possible. Track all pertinent data on you, your agency, your sub-agents, sub-agencies, etc. Track licensing, E&O Policy information, Appointments with carriers and even Continuing Education requirements. Use the Agent/Agency Manager to track AND recruit agents and agencies.

Additional Addresses, Phone/FAX and Agent Production Summary information can be accessed/displayed when required on the Addresses/Phone tab of the Agent Manager.

Tracking Agent/Agency Licensing and Carrier Appointments
The Agent Manager has been equipped with the following tabs to allow the tracking of Licensing, Appointments and Continuing Education information. This information can be maintained for any line of insurance in any state. Reports on Appointments, Licenses and Continuing Education Requirements can be generated in seconds.

Hierarchy Tracking Screen

Create links between agents and agencies to form and track hierarchies. Quickly view an agent’s or agency’s hierarchy with a single click of your mouse.