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A management system everybody can afford
Tons of features
So easy to use
No more file cabinets
Paperless
Paperless
Great To-Do / Reminder System
No more faxing. Email everything
Features
Extremely user friendly
Completely Paperless
Excellent scanning capabilities
EPaperless acord system
Produce certificates and binders
Custom proposals
Custom Fax Memos
Full accounting system
Custom check writer
Issue receipts
Custom advertising on receipts and invoices
Detailed daily ledger
Commission Tracker
Commission Tracker for Sub Producers
Commission Statements for Sub Producers
To-Do Items / Reminder tracking
Email clients’ documents from the system
Date and time stamped notes throughout
Automatic or manual invoicing
Cancellation Reports
Renewal Reports
Multi policy count reports
Client lists and labels
Custom Rolodex
Custom Letters
Inter office emailing
Send custom email blast
Document History
Camera Snapshot system
Run multiple agencies
Plus much more
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