A customer/prospect management system built specifically for agents, agencies, and financial planners.
Provides accounting, reporting, and other client services management features. Demo version available.
Insurance agency software for commission tracking and group policy management. Site offers demo version and a 15-minute demo video.
UK company offers insurance broking software to manage clients, insurers, invoices, credits, and general policies. Firm can also act as a working partner to provide fully customized solutions and support.
A customizable office management database for life insurance agents. Designed to simplify, organize, automate, and expand a user's business.
Offers a simple, secure, online system to help general agents accurately determine commissions and bonuses for their agents/brokers.
Offer software for customer relationship management, with online training and support.
Business /
Financial_Services /
Insurance /
Agent_Resources
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