Agency Commander Features

User interface

• Easy to view, use and navigate
• Customizable fonts, colors and themes
• Last viewed bar that allows you to quickly return to previously viewed customers, policies, notes, etc.
• Shortcut popup window

Security

• User ID & Password logon
• Ability to customize the users access to modules
• Security groups to control access to functionality by job type or position

Sales Activity

• Graphically shows producer's pipeline, opportunities, closed business, closed premium volume, lead source and more
• Track opportunities

Calendar

• View all pending activity by day, week or month
• See calls, meeting, and tasks
• Hyperlinks from the calendar to the specific activity detail
• Conflict reminder shows you possible time and/or date conflicts

Email

• Full email client
• Ability to develop and use email templates that automatically insert customer information
• Ability to attach files from your computer or the documents module

Documents

• Ability to store and distribute frequently used documents
• Ability to attach documents to emails

Policyholder Information

• Accounts can have multiple contacts associated with the account
• Ability to assign sub accounts to master accounts
• History of all contact information
• Ability to attach documents and files to the account
• Basic policy information

Marketing

• Mail, Email, and other campaigns are supported
• Ability to assign Newsletters to Contacts and Prospects
• Import leads
• ROI tracking
• Lead forms on your website automatically entered in your system
• Tracking of newsletter links to your website

Website Access

• Ability to keep quick access to your insurance carriers websites without leaving the system
• Ability to keep Really Simple Syndication (RSS) feeds within the system for up to the minute information.

What you can do with Agency Commander

• Send emails that automatically insert the contact and account information, saving you time and errors.
• Keep track of all the policies for your customers and accessing the company website(s) with just a click.
• Set security so producers can "look but not touch" accounts.
• See where the most leads are coming from.
• Check your email from anywhere without leaving Agency Commander.
• Scan your documents at attach them to your customers.
• View all the contact history on any account.
• Set up accounts that have sub accounts.
• Create newsletters that have links to your or other websites and track if the recipient clicked on the link.
• See all the up to date RSS feeds for your favorite websites.
• Access all your favorite company, personal or business websites with just a click.
• Have a lead form on your website that will automatically enter the information into your Agency Commander system.
• Customize the way your Agency Commander with larger fonts so it's easier for you to see and use.
• Work from home anytime you want and have access to your customer information.
• Never have to worry about backups.