AgentOne

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.

You are in business to build a successful insurance agency. The problem is efficiently serving and retaining customers while acquiring new ones. Let us show you how to boost your agency's sales, renewals, and profit. If you don't succeed then we don't succeed. We care about your business because that's how it should be. Every agency is different. Our training staff goes beyond covering the basics to help maximize the benefit of Agency Advantage in your workflows. We don't make phones, laptops, or printers, but we have to deal with them too. Our fast friendly support team can assist you with all your Agency Advantage technical questions.

The "agency-master" project is a free web development template designed for digital agencies, creative studios, and marketing firms. This template provides a modern and responsive layout that is customizable and easy to use. It is built using HTML, CSS, and JavaScript to create a sleek and professional online presence for businesses in the digital industry. Perfect for showcasing services, projects, team members, and testimonials, the "agency-master" template is suitable for both small organizations and larger agencies looking to establish a strong online presence. Its clean design and user-friendly interface make it ideal for creating a polished website with minimal effort. Users who are familiar with web development can easily customize the template to match their branding and style preferences. With its responsive design, the template ensures that the website looks great on all devices, from desktop computers to mobile phones. The "agency-master" project is a valuable resource for designers and developers seeking a versatile and visually appealing template for digital agency websites. It provides a solid foundation for creating a professional online presence that effectively showcases a company's services and offerings.

The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number.