Management System

Manage all lines of business across all locations and roles in a single application.

Using multiple, disparate systems to manage your business is costly, time-consuming and eliminates the opportunity to have a single source of truth for customer information. Leverage a single, integrated system to provide a complete view of clients and prospects to each person in the agency to access and act upon – regardless of role, time or location. Manage your business within a single application to standardize workflows, seamlessly connect to insurer partners and discover new business opportunities from both current and prospective clients.

Why you should leverage a foundational management system

30%

loss in productivity from switching between different systems

American Psychological Association

63%

of companies that leverage integrated sales automation outgrow their competitors

Pedowitz Group

35%

higher revenue per employee for agencies that have a single view of customers

Applied Digital Agency Annual Report

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Peer Insights

Drive efficiency with advanced business automation

Hear how your peer was able to gain greater efficiency and visibility into its business through a single solution.

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