Automated Group Benefits
by AGB Business Services
Automated Group Benefits is a business automation system developed specifically for General Agents in the employee benefits industry. AGB allows general agents, brokers and carriers to increase the productivity of their businesses by incorporating seamless integrated state-of-the-art customer relationship management functions with quoting, rating, policies and commissions processing.
- Accounting Integration
- Appointment Management
- Calendar Management
- Captive Brokerage Management
- Captive Sales Force Management
- Census Data Integration
- Claims Management
- Commission / Incentive Management
- Comparative Insurance Rating
- Contact Management
- CRM Integration
- Custom User Interface
- Customer Service Integration
- Customizable Fields
- Customizable Functionality
- Customizable Reporting
- Data Import/Export
- Document Management
- Email Integration
- Legacy System Integration
- Multi-Line Industries
- Multiple Product Tracks
- Policy Management
- Quote Management
- Renewal Reminders
- Reporting
- Serves Disability Insurance
- Serves Health / Medical Insurance
- Serves Life Insurance
- Serves Long Term Care Insurance
Available on the following platforms: Windows, Web Based
Support available: 24/7, Regular Business Hours, Online/Self Service