Agents Tool Box ™
No internet surfing?
For those agents who don't allow or want their staff to browse the internet.
Agents Tool Box™ is the answer! It loads on their computers, in their office, yet connects to your database via the internet without allowing internet surfing. The access is fast even with dial-up for those agents who live out in the country where broadband may not exist.
Keep these thoughts in mind....
- If it requires extensive training, the software probably will not be used.
- There will be personnel turnover at the agent's office.
- It has to work with all printers.
- If the agent has laser printers then print to blank paper.
- If the agent has only pre-printed forms, that's no problem either.
Others |
Evolution |
Features |
|
Y |
Quote in 3 keystrokes (not including typing the premium). |
|
Y |
Advertises your company. |
|
Y |
Laser print contracts to plain paper or fill in the blanks on pre-printed forms. |
|
Y |
Incorporate your underwriting rules. |
|
Y |
Change the rates over the telephone. |
|
Y |
Save accounts either on agents pc or your server |
|
Internet features are “REAL-TIME” |
|
|
Y |
Internet connection without the threat of agent employee browser net surfing |
|
Y |
Endorsement quotes, both AP’s and RP’s |
|
Y |
Download and reprint any form you have previously printed |
|
Y |
Save an account directly into pending into live database |
|
Y |
Reprint any imaged form. I.e. contract, late, cancel, etc… |
|
Y |
Comprehensive customer service screen, you will have to see it to believe it. |
|
Y |
Agent can do multiple tasks (switch back and forth on all functions) |
|
Y |
Can print contract, coupons, etc.. for the insured to sign |
|
Y |
Password controlled by your office |
Want Real-Time internet access for policyholders and agents? See Accounts .Net™
Contact us to get more information.