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Policy Driven

Agency Systems is a 'Policy Driven' system whereby everything is attached to the policy, including:
  • Invoices
  • Risk
  • Claims
  • Images
  • Forms
  • Client Notes
  • Diary/Suspense
  • Memo's
  • Cash

This simplifies the organization of information and allows your service representative to find information quickly and easily. Keep in mind that all items are attached to the client's account as well.