Insurance agencies want to have long-term relationships with their customers. It is the driving mission of an insurance agency to retain as many customers as possible and for as long as possible. Agencies want to provide all the policies that may be needed by a customer. Agencies wants to tap the new market by looking at the market trends and running the data analytics to be more pro active in the sales.
And of course, how beautiful it is to have all connected with top accounting management system ( accounting seed) seamlessly.
At Cloud Mentor, we work hard to provide the most innovative solutions in an agency management system to take care of all your needs, for all agency types. Contact us for a customized solution for your agency.
Our successful and most innovative Agency Management implementations include clients like Naplia , Regal Aviation, Halton Hall.
Please contact us for our upcoming salesforce application for Agencies called “Policy Connect”