Policyholder Information

All policy holder information is organized and easy to access. Features include:

• Multiple contacts associated to the account. This is great way to keep track of each member of a household, or various contacts at a corporation.
• Assign sub-accounts to master accounts. This handy feature allows you to relate a group of accounts under one primary or master account to keep them efficiently  organized. Show Me Agency Commander's Sub Account feature -->
• History area that shows who from the agency contacted them, when they were contacted, and all the related details.
• Attach documents and files to the account. Any type of document or file your computer can use can be attached to the policyholder or policy Show me Agency Commander's Attachment feature -->

Other Features

• Security
• Sales Activity
• Calendar
• Email
• Documents
• Policyholder Information
• Marketing
• Website Access