Innovative management software for insurance intermediaries
Agent is the innovative management software for insurance intermediaries and includes everything needed for a paperless office. Agent offers his program concept and the flexible adjustment with the help of additional module masks designers to suit your needs . Integrated document management for the filing of all documents and files of scanned documents ( documents are zipped and password protected archives ) .
Any storage of files is also possible via drag and drop. All changes are automatically logged. The program contains a built-in scheduler for scheduling and task management with reminders .
features: Integrated program concept , inspired by the Windows Explorer tree Efficient management of customers, prospects, mailing addresses , other addresses , more people / departments , contracts , intermediaries, agencies Client-server technology automatic logging of all changes User access rights ( also group rights can be assigned ) convenient search function
Termini with memory function Document Management with scan function Storage of files using Drag & Drop letters Phone function ( dialer ) Agent logs in the framework of the EU Mediation Directive Comfortable and Efficient query module for database selections Statistics function Efficient work in full screen or windowed view Color Scheme Designer ( Custom color matching the surface) Cheap beginner version with record - restriction ( max. 750 contracts) Online Support with remote control software possible
Optional add-ons : GDV data transfer OMDS data transfer Commission accounting ( billing structure possible) Data synchronization with notebooks / branches , also possible online Masks Designer ( individual adjustment of masks and creation of new products) Outlook balance of customers, appointments and e -mails
Download Agent
Agent is the innovative management software for insurance intermediaries and includes everything needed for a paperless office. Agent offers his program concept and the flexible adjustment with the help of additional module masks designers to suit your needs . Integrated document management for the filing of all documents and files of scanned documents ( documents are zipped and password protected archives ) .
Any storage of files is also possible via drag and drop. All changes are automatically logged. The program contains a built-in scheduler for scheduling and task management with reminders .
features: Integrated program concept , inspired by the Windows Explorer tree Efficient management of customers, prospects, mailing addresses , other addresses , more people / departments , contracts , intermediaries, agencies Client-server technology automatic logging of all changes User access rights ( also group rights can be assigned ) convenient search function
Termini with memory function Document Management with scan function Storage of files using Drag & Drop letters Phone function ( dialer ) Agent logs in the framework of the EU Mediation Directive Comfortable and Efficient query module for database selections Statistics function Efficient work in full screen or windowed view Color Scheme Designer ( Custom color matching the surface) Cheap beginner version with record - restriction ( max. 750 contracts) Online Support with remote control software possible
Optional add-ons : GDV data transfer OMDS data transfer Commission accounting ( billing structure possible) Data synchronization with notebooks / branches , also possible online Masks Designer ( individual adjustment of masks and creation of new products) Outlook balance of customers, appointments and e -mails
Download Agent
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