TraverseNorthwoods
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Related Products
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About
With its integrated features and functionality, AgencyOrganizer exceeds expectations by providing cost effectiveness, security, and customizability in all areas of operations. AgencyOrganizer's effectiveness ranges from linear integration of data to pioneering effective Agency Management procedures that aid agencies with organization and the ability to earn higher profits and increased market share. AgencyOrganizer is able to store all of the documents for the user’s cases and associates. From emails to scanned documents, AgencyOrganizer allows the user to keep track of every document that is vital for recordkeeping, without the clutter and possible loss of hardcopies of documents. Not only will AgencyOrganizer track your documents, the application also has the ability to keep records of any notes, phone calls, appointments, and more. AgencyOrganizer can also organizer your time with its built in calendar and task tracking features.
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About
Clear, accurate, and organized data is critical in understanding clients and creating meaningful change. Traverse is a cloud-based, commercial off-the-shelf (COTS) document management, forms management, and mobility software purpose-built for human services agencies. Powered by Amazon Web Services (AWS), Traverse has you covered on security, disaster recovery, and uptime. To make the biggest impact, everyone in the agency needs tools to help them work efficiently and effectively in every aspect of their jobs, every single day. Gain visibility into the individual case and client documents and navigate through data across program areas.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Agencies and businesses interested in a solution to manage their insurance operations
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Audience
Businesses looking for a complete Human Service solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgencyOrganizer
www.agencyorganizer.com
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Company InformationNorthwoods
Founded: 1999
United States
www.teamnorthwoods.com/products/traverse
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
Amazon Web Services (AWS)
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