Cloud Agency Management Software is web based software that allows you to access your entire database from anywhere you have access to computer and internet. Whether at home, on your phone or on a tablet, your entire database is at the tip of your fingers. Cloud Agency Management Software storage is very effective, easy and safe. In case of a computer crash your database is safe and ready to be accessed.
Cloud Agency Management Software's time management features allow your agency to keep track of all its employee's hours. It also makes payroll a breeze as you can calculate the total hours worked by day, week, or month.
Cloud Agency Management Software gives you unlimited online storage which allows you to add as much information (clients/policies, documents, etc.) into your database as you please. Since it is Cloud Agency Management Software based, it is safe, easy, easy accessed and fast.
Keep track of all your transactions and reconcile to ensure accounting accuracy.
Through our partnership with IVANS, you'll have access to their download software that instantly updates all the information from the insurance companies database to your Cloud Agency Management Software customer database.
Your data is safely secured with a U.S. Based third-party data center that also stores data for Fortune 500 companies. You can also request automatic backups.
Cloud Agency Management Software allows you to keep all client's file information stored electronically and easily accessible at anytime from anywhere. Space and time taking manual files are a thing of the past. Today's technology infused businesses all use manual files as the safer, smarter, faster method of ile storage.
Cloud Agency Management Software gives you a variety of reports to assist you in tracking your businesses progress. You can view a specifics agent's production or commission report and much more.
Cloud Agency Management Software allows you to upload as many documents and photos as you please into your client's electronic file. It also supports many formats including PDF, JPG & DOC.
Cloud Agency Management Software's text messaging feature allows you to instantly and constantly get in contract with your customers further strengthening your rapport with them. The email feature also allows you to communicate with multiple clients at once. This can be useful when making mass announcements like payment reminder, new products and services or a simple holiday greeting.
Easily manage Acord forms directly from your Cloud Agency Management Software account. Print, email, and save forms
Cloud Agency Management Software's notes and reminders feature allows you to set notes and reminders regarding customers that pop up immediately after logging.