- 736
Is there a all in one AMS for us p&c guys?
One that has email archving and attaching to customer related info and also breaks down customer folders like AGENT to CONSUMER and AGENT to U/W?
Accounting for tracking commissions, received monies, pending outgoing bills, reminders to send out premiums to carrier etc...
CRM with dialer to handle the prospecting side and then transferring into the client side with the policy downloads and etc...
Where can i find the holy grail of insurance AMS?
I hate using like 6 programs for everything.
One that has email archving and attaching to customer related info and also breaks down customer folders like AGENT to CONSUMER and AGENT to U/W?
Accounting for tracking commissions, received monies, pending outgoing bills, reminders to send out premiums to carrier etc...
CRM with dialer to handle the prospecting side and then transferring into the client side with the policy downloads and etc...
Where can i find the holy grail of insurance AMS?
I hate using like 6 programs for everything.