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Cloud-based or on-premise agency management solution that helps independent insurance agencies manage customer service, sales, documents, accounting, reports, and more via a unified dashboard.
Small, medium, and enterprise organizations seeking one or more solutions in these categories: - Risks - Contract Management - Litigation - Claims & Incidents - Assets - Insurance - Vendor Compliance
With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better.
Just the lagging of the system and when the internet going slow.
I love everything about agency advantage. Its easy to use and so easy to learn.
Can't think of anything I don't like. Everything is always working and almost never.
I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.
I can not imagine what it might be missing or what there would be not to like.
The software is user friendly and has several great features that can be customized for your business needs.
I cannot think of a thing I don't like about the program.
The ability to import data from our existing system and then manipulate that data to fit the new program was an awesome feature. This program was also very easy to use.
But because I didn't often utilize these options, I had a difficult time recalling how to make choices or navigate through the menu.
My experience with A1 Tracker has been amazing. I mainly deal with insurance certificates of insurance with multiple requirements dependent on contract types awarded.
Our process was very manually intensive, and no one could access business information from outside the office.
Also customer service is always standing by and responds to emails super quickly which I appreciate. This is definitely worth every penny.
In the last 4 years I have had minimal problems with A1.
The flexibility we gained as a business was significantly helpful in our everyday processes of insurance policies, client renewals, and sales processes. I highly recommend A1 Enterprise.
We can now generate all of the OSHA reports and the First Report of Injury right from the system, and limit the report by department, location, and subsidiary company.
Agency Advantage
A1 Tracker
Top FeaturesAgency Advantage
A1 Tracker
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