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Advisors Assistant Advisors Assistant is also Known as Client Marketing Systems
Benefit Point BenefitPoint is a Internet-based product for tracking Group Health business
EZ Data (“SmartOffice”) EZ Data also known as Smart Office or Client Data Systems
TABS TABS is also known as Inimage Software
I-Relay I-Relay is a Web-Based Marketing Program and not an “Agency Management” system
FDP Vision FDP is the acronym for Financial Data Planning.
Client Info + Client Info Plus is also Known as Mountech Software and/or Wealth Spring
Gen 4 Gen4 is a web-based system that tracks most lines of business albeit in a limited fashion
Agency Advantage Agency Advantage is an Insurance Database for Small P&C Shops
APL APL is a system developed almost exclusively for commissions tracking.
AgencyWare AgencyWare is a health insurance tracking system for Brokers of Group Health Only
QuickFile QuickFile is a system developed for ONLY single-producing agents mainly for P&C
DORIS DORIS* is a Property/Casualty Database exclusively for P&C Lines Tracking
AgencyPro AgencyPro (a.k.a. Easy Apps) is a Property/Casualty web-based system
AmSoft AmSoft is a Property/Casualty Database exclusively for P&C Lines Tracking
Applied Applied is a Property/Casualty Database exclusively for P&C Lines Tracking
AMS AMS is a Property/Casualty Database exclusively for P&C Lines Tracking
Agency Works AgencyWorks is a Internet-based product for tracking Term Life business.
Group Benefits Mgr. Group Benefits Manager (GBM) is an internet-based system for Health Insurance only
Microsoft CRM Microsoft CRM is a Generic “Point of Sale” System used to track Sales & Production
Sales Logix Sales Logix is a generic, Non-insurance Specific sales tracking and processing tool
ACT! ACT! is a Generic, Non-insurance Specific Contact Management package
Goldmine Goldmine is a Generic, Non-insurance Specific Contact Management package
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