| An organized and reliable tracking system is key in effectively managing your prospect and client relationships. AgencyWare provides benefits brokers an integrated sales, service, and commission tracking system to manage the entire sales cycle. Brokers can use the software throughout the day to track everything from sales to customer service to commissions and back to renewals.
With its AgencyWare sync capabilities, AgencyWare and Outlook work together so data only needs to be entered once and is always up-to-date. Contacts and activities can also be downloaded to a personal digital assistant (PDA) so you can access your data on the go.
Benefits
- Automate your sales process and workflow
- Manage your RFP's more efficiently
- Track commissions and payments accurately
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