Agency Integrator

by AgencyWorks

Web-based agency management system for MGAs and IMOs specializing in life insurance, LTC insurance, DI, Annuities and health insurance.

  • Appointment Management
  • Business Specific Applications
  • Calendar Management
  • Carrier Upload
  • Commission / Incentive Management
  • Contact Management
  • CRM Integration
  • Customizable Fields
  • Customizable Functionality
  • Customizable Reporting
  • Data Import/Export
  • Document Management
  • Email Integration
  • Legacy System Integration
  • Mobile Access
  • Multiple Product Tracks
  • Policy Management
  • Quote Management
  • Reporting
  • Serves Health / Medical Insurance
  • Serves Life Insurance
  • Serves Long Term Care Insurance
  • Wholesale Program

Available on the following platforms: Windows
Support available: Regular Business Hours

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