An organized, reliable tracking system is key to effectively manage your prospect and client relationships. AgencyWare manages the entire sales cycle through its integrated sales, service and commission tracking web-based software.

Here is what the broker gets with AgencyWare:

• An organized and reliable tracking system for managing prospect and client relationships.
• Automatically issue RFPs to multiple carriers for plans that meet the Employer's needs and select responses that meet those needs.
• Produce detailed plan comparisons for evaluation and selection by the employer.
• Integrates with CommissionsDue, a nationwide commissions tracking system used by thousands of brokers. Reconcile commission payments from insurance carriers, manage producer payouts and track production.
• Integration with Microsoft Outlook to track all client/carrier/policy histories and interactions.
• Customer Issue Tracking

Here is what the Employer gets with AgencyWare

• Detailed plan Comparisons for evaluation and selection by the Employer.
• Seamless, automatic integration of selected plans into Benergy4 and Enrollment eliminating paperwork and data entry by HR.