Our Partners

Prospect 9

Phone: 800-908-9707

iPipeline
Phone: 800-482-9924

Preferred Services

Phone: 712-253-3319

ExamOne Imaging Solutions

Phone : 877-933-9261

PaperClip Software

Phone: 800-929-3503

Consulting By Design, Inc.

Phone: 703-349-6991

We offer a variety of consulting services helping you implement cutting-edge technologies, enhancing your systems, increasing your efficiencies - saving you time and improving your bottom line! 

Agency Management System Commission  Module Service
If you are like most agencies, you have purchased an agency management system and are using it for a few of your day-to-day workflow processes. You would like to implement some of the system modules - such as commissions, but what do you do? Your staff does not have the time out of their busy schedule to input all of the data necessary to utilize these modules.
We'll help you implement your Commissions by completing the input of your schedules. This allows your staff time to concentrate on processing and closing cases! Once complete, we will maintain your schedules and keep them current!

Consulting
Streamlining your everyday processes is a must to stay competitive. Manual processing of applications is a thing of the past! We can assist you in selecting cutting-edge systems that will change the way you do business and improve your agency's over-all efficiencies:

• Agency Management Systems
• Imaging Systems
• Producer Management Systems

Workflow Analysis & Redesign
Do your current processes seem to be bogging down your overall efficiencies? Let us analyze your current workflow and look for those break points. We will work with you to redesign your workflow, taking into account your existing technology and staff, resulting in increased efficiencies in your processes - thus improving your bottom-line!

New Services

Technology Overhaul
Are you using the most current technology available today in your agency? We can perform a low-cost evaluation, and recommend the latest technology that will put your agency at par or better with other agencies.

Consultant On-call
If you are a small to medium sized agency, you probably do not have an IT person or staff in-house. Who do you call if you need research or a small project performed. If you ask a staff member, what happens to their daily work, case management, commissions posting, etc? Does your part-time IT person have an insurance background? With over 10 years experience in the insurance industry, we have the knowledge and speak your language. We offer a low cost annual retainer for research, small projects, consulting - essentially an extension of your staff.

Data Replicator Reports
If you utilize AgencyWorks as your agency management system, you have access to all of the data stored within your AgencyWorks environment - Data Replicator. This data can be utilized to produce any number of specialized and custom reports. We can ftp your files at the designated intervals and write all of your reports via Microsoft Access.