Full customer management solution for your office. Lead management, contact lists and opportunity tracking.
Use your own policy forms or integrate ISO and Accord documents. Capture and securely store required signatures accross the policy lifecycle.
PolicyFolder is designed for the MGA in mind. Allow customers to pay by credit card or ACH for direct billing. The system also allows for pro-rated usage type insurance products.
Easy application management, with custom fields, document and photo management.
Quote to Policy in one click.
Automatically generate policies, endorsements, and quotes through a simple to use interface.
Track all your email correspondence with customers and capture customer feedback from your website.
With the built-in reports and dashboards, you will be able to keep track of your agency performance at the touch of a button.