Agency2Go Presentation

This presentation contains some screenshots of our new Agency2Go Web-Based Management System. Click on any of the following screenshots to enlarge them.

Click Here to see a 3-minute overview  

 

Login

(Login Screen)

Dashboard

(Dashboard)

Client

(Client Search)

Policy List

(Policy List)

Policy Detail

(Policy Detail)

 

Coverages

(Policy Coverages)

 

 

Open Carrier Website

(Auto-Open Carrier Website)

 

 

Acord List

(ACORD Forms List)

 

Certificate

(Certificate of Insurance)

 

Cert Print Preview

(Certificate Print Preview)

 

Cert Holder List

(Cert Holder List)

 

CH Report

(Certificate Holder Report)

 

Email

(Integrated Email)

 

Notes

(Client Notes)

 

Reports

(Reports)

 

 

Book of Business

(Book of Business Report)

 

Tickler

(Tickler w/ Alarms)

 

Demographics

(User Defined Demographics)

 

Vehicle

(Vehicle Detail)

 

Vehicle Coverages

(Vehicle Coverages)

 

Drivers

(Commerical Drivers)

Drivers

(Letter before Prefill)

 

 

Letter After Prefill

(Letter after Prefill)

 

Commerical Property

(Commerical Property)

 

Comercial Property

(Commercial Property Underwriting)

 

Images

(Images)

 

Image Download

(Downloaded Image)

 

Download

(Carrier Download)

 

TFile

(Transactional Filing)

 

 

To request a complete demo of this exciting new product, please click here