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Monitor your ongoing activities at a glance, including follow-ups and agency announcements.
Provide your staff with an easy-to-use collaboration tool. Both your agency and customers will benefit from streamlined operations and improved organization.
See policies written by each agent to monitor productivity. Easily discover where your best leads are coming from to determine the best use of marketing resources.
Generate reports that will help you better understand your book-of-business and help you run your insurance agency.