This project was last updated September 29, 2022 byCloodo
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Insurance Agency
Lead Management
September 29, 2022
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A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.
This project was last updated September 29, 2022 byCloodo
ABS Cloud is the same software available for your office only it is in the cloud. You now have the choice of using ABS on your equipment or letting us manage the software and data for you. With ABS Cloud you just use the software instead of being (or hiring) an IT professional. You have the same functionality either way. No need to install software on any office computer because the ABS software and your database are in the cloud, not on your PC. If you operate a server computer just for ABS, that won't be needed. Use ABS anywhere there is an Internet connection. That lets remote workers use ABS without tying up a computer in your office or installing it on their computer. It is perfect for agencies with a satellite office, or when you need to access customer information from home or while on vacation.
This project was last updated September 29, 2022 byCloodo
The most complete online Software. Manage your business in a professional and efficient manner. AdminSeg offers many advantages from the complete management of your portfolio to custom Sales reports, from any Internet-connected device. Ideal for sales representatives that need up-to-the-minute client information. We are a company focused 100% online. We design, create and reinvent your web resources, providing the means to manage, represent, interact, and produce. We have all the digital tools to manage, communicate, position and disseminate your digital project with professionalism, seriousness and full support. We produce and distribute online solutions to reach millions of people. We design, construct, develop, and implement a communication channel that is 100% interactive. Develop competitive advantages for our customers and partners. Creating 100% customizable solutions, always generating value through the constant development of our human resources.
This project was last updated September 29, 2022 byCloodo
This program is now available to Independent Agencies and Brokers, providing powerful and effective features and solutions, all at a very affordable price. Originally designed for our own agency. At the time, we couldn't find anything that fit our needs while also being affordable. So with the help of a good IT friend, we sat down and worked on what we wanted in a management system. He quickly gave us something that worked, and we haven't left it alone since! As the agency grew, so did our needs. We changed from a single desktop user to a networked system, allowing everyone in the agency to quickly work more efficiently. We added other lines, other carriers, other products, that needed more prospecting abilities, more detailed reporting. And the list just kept on growing! Daily or weekly suspense reporting, easy mail merging, prospecting by X-Dates or carrier, automatic renewal notifications, sub-producer reporting.
This project was last updated September 29, 2022 byCloodo
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