Audience
Agencies and businesses interested in a solution to manage their insurance operations
About AgencyOrganizer
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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Pricing
Starting Price:
$20 per month
Integrations
No integrations listed.
Company Information
AgencyOrganizer
www.agencyorganizer.com
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Product Details
Platforms Supported
Linux
Training
Documentation
In Person
Support
24/7 Live Support
Online
AgencyOrganizer Frequently Asked Questions
AgencyOrganizer Product Features
CRM
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Lead Scoring
Not Supported
Quotes / Proposals
Not Supported
