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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.
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