LTS ProBusiness Assistant
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SiegeAMSSiege Technology Solutions
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Related Products
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About
This agent and agency management, marketing and tracking software system is designed to assist independent agents and agencies in tracking and running their agency more efficiently using best practices. The software is set up in an administration-mode. After the administrator signs in they go through the setup process by adding agents, carriers’ information, lead sources, and the drip campaign letters. They can also input group and individual commissions, create and upload custom letters, and set up all the group and individual client accounts for each agent. The software is designed to allow queries by carrier, by lead source, by type of lead, by agent. The administrator can run reports that display closing ratios such as sales vs. dead-leads, sales vs. callbacks.
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About
Powerful. Simple. Highly Customizable. A true, powerful CRM based insurance agency management system. A true revenue driver. Automate process workflows and internal and external marketing. Integrate with third party applications. Receive carrier downloads to increase cross-selling and up-selling. Know how your agency is performing with robust analytics capabilities. Accounting, e-signature, human resources, website hosting, E&O protection, marketing campaigns, all included. Preloaded and customizable reports and analytics allow you to get an overall snapshot of the health of your agency as well as dig through the details. Automated and customizable marketing campaigns to nurture leads and market internally to existing clients are just a few of the powerful features. Automate agency processes to streamline and standardize office procedures allowing you to reduce agency E&O exposures. Keep track of employee information and documents, employee and agency licenses, etc.
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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
Insurance Agency solution for businesses
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Audience
Agencies and companies seeking an agency management system to monitor employees, create reports, analyze data, and streamline recruiting processes
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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
No information available.
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 InformationBusiness Assistant
Founded: 2007
United States
www.LTSPro.com
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Company InformationSiege Technology Solutions
United States
www.siegeams.com
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Alternatives |
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
No info available.
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Integrations
No info available.
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