The TIME Full-Feature Agency

 Management System

Brought To You by Agency AutomationTEAM, Inc.

 


The Desktop CSR Client & Policy Management System - First System To Be Released

Agency AutomationTEAM, Inc. - Corporate Website

About Our Insurance Agency Management Systems - Scroll Down To "Time Is Money..."

Planned Release Date (Go to Company Main Site for This Information.)

Client Hub Information (Window)

This website is an introductory website for a new agency management system to be introduced to the industry. Our main website is at www.AgencyAutomationTEAM.com where we offer much more information including a blog the President is the moderator of.  If you're looking at agency management systems, make sure to check out our Desktop CSR System and TIME Agency Management System at www.AgencyAutomationTEAM.com where we offer much more information.

Introducing The TIME Agency Management System

The TIME Agency Management System is a refreshing new approach to agency automation built from 20 years of mastering productivity strategies and teaching agencies the most effective ways to process their work (workflows).  Once you see the TIME Agency Management System you'll understand why it's being called the future in agency automation...

  • Just about every standard feature you'd find in other systems like follow ups and imaging has been completely re-engineered and brought to the 21st century.  More features, more tightly integrated within the system and more automated!

  • It's offering a whole new approach to agency automation based upon proven productivity strategies and workflows.  We're introducing numerous features new to this industry designed to increase your productivity ... over 35 exclusive features are part of the TIME Agency Management System!

  • Policy management just got a complete overhaul making it far faster to service your clients policies.  Plus, how policy information is handled within the system is brought to the 21st century along with commercial packages re-engineered to work correctly for today's commercial policy.  As an added benefit, with this overhaul your reports just got a whole lot more thorough and accurate!

If that's not enough, look at this ...

  • Speaking of reports, the TIME Agency Management System is loaded with them.  Plus, each report has multiple filter options so you get exactly what you're looking for.  In addition, we're the only system that will allow you to run reports from past periods ... compare you book of business now to 2 years ago or even 6 months ago!

  • The TIME Agency Management System offers numerous ways to communicate with your carriers including our Real-TIME Connect feature.  How the TIME Agency Management System processes your carrier downloads is going to greatly increase your productivity and give you more tools to servicing your clients. Many of the features associated to downloading are a first for this industry!  When you get the details of what we're doing with downloading, you'll first wonder why other vendors aren't doing this followed by realizing how advantageous it is to have such knowledgeable consultants designing this system!

  • The Insurance specific accounting was designed to actually work like an agency would expect it to.  Plus, it's real-time accounting putting immediate accounting information at your fingertips, if you have security to view it.  The Accounting Hub gives you an accounting snap-shot showing bank accounts balances; companies and producers you owe money to at that moment; accounting transactions done that day, that week, that month, that year; and accounting transactions needing your attention which are just a click away to handle ... all from one window!

  • Security is amazing.  Finally, you can give your producers only access to their records!  There's over 70 security settings.  You can get as tight or liberal in your security as needed.

  • A foundational element to the TIME Agency Management System is ... 

From The Ground Floor Up The TIME Agency Management System Has Been Designed To Massively Increase Your Productivity!

Click Here for an image of the Client Hub, your central place for servicing your clients.

 

Why Are These Systems Called "Agency" Management Systems When All They Do Is Manage "Clients" and "Policies"?

Introducing ...

A True Agency Management Systems - The TIME System!

These systems are called “Agency Management Systems”, yet they're nothing more than a Client & Policy Management System.  The President wanted a full-blow true Agency Management System.  That means a system that manages the whole agency.  Take a look ...

With the Desktop CSR we offer all of the key tools and features an agency needs to manage their clients and policies.  The TIME Agency Management System then picks up where the Desktop CSR ends by adding to the system the additional features needed to more fully automate the agency.

With the TIME Agency Management System you'll be able to manage and work with your carriers, staff, and vendors very much like you work with a client with full notes, follow ups and correspondence along with personalized service tools specific to the Hub.  Here's an image of the Carrier Hub in v.0.921 (click on thumbnail to enlarge) ...

Did you notice the specialized Service Tools for a carrier? 

In the Staff Hub with the TIME Agency Management System you have the following Service Tools...

 

Notice this Hub offers full insurance licensing management, time off and vacations and it gives each user a password manager to stay on top of all of the passwords they need to remember for software programs and websites.

You can even add notes, follow-ups and correspondence to a staff record just like you can at a client record.  You also have these Service Tools at the Carrier Hub and Vendor Hub.

We'll even be offering many Human Resource features by the time it's all said and done.

Managing, supporting and more effectively working with your staff just got a whole lot easier in the TIME Agency Management System.

 

You'll also have reporting at a whole new level.  In addition to our Report Hub, you'll also have our exclusive Global Hub.  Our Global Hub will open up a whole new door of opportunities for you along with giving you detailed information & statistical information about your agency, your clients, policies and much more!  Here you'll be able to analyze your book of business, find black holes, find sales opportunities, find patterns in your business and much more.  Here are a few more advantages to the Global Hub ...

  • Analyze your book of business in multiple ways.

You’re going to really appreciate what you can learn about your agency and the business going through your agency.  For example, very easily see how much business is totally running through your agency.  Then start breaking it down … by company, by line of business, by plan code, by producer, by status (N, R, etc.), on any other field or combination of fields.

Find black holes in your business, see which LOB’s are the most profitable and least profitable, learn how “averages” can help you determine what’s worth pursuing and what’s not, and so much more.

  • Look at your data based upon queries only limited by the fields available and the combination of fields you choose

You’re going to be amazed at how the Global Hub will take your existing data and open it up to you in a way that will really allow you to see what’s going on in your agency.  With the ability to create queries and sort orders on any field or combination of fields, your only limitation is not realizing all of the different reports you can create and what those reports mean to you.  We’ll help you!

Insurance Agencies Only:  Learn More About Our Products & Services ...

 

    Learn how a system designed by insurance automation consultants will more effectively get the job done for you and your agency. Just fill out the fields below and click the button below.

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We will be allowing up to 40 agencies to BETA test our management systems starting with the Desktop CSR. These agencies will be offered a significant discount on the system.  Would you be interested in being a BETA agency?

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No more guessing.  No more wondering.  And don't worry, we'll show you how to use the Global Hub to get the information you need and will then explain why this information is key to your agency.  We'll show you how to effectively work "on" your agency!

When you've increased the productivity in your agency and are ready to start marketing, you'll fall in love with our Marketing Hub and Sales Hub.  The Marketing Hub will offer you marketing strategies and help you find sales opportunities to create a marketing approach for.  Find cross-selling and up-selling opportunities.  Manage prospects, quotes and renewals at whole new level.  You'll be making so much money from the Marketing Hub and will be growing in leaps and bounds.

While the Marketing Hub will be bringing in the leads and complementing the sales process, it's the Sales Process Manager (Sales Hub) that automates the whole sales process.  Not only that, you'll know in an instant how many sales opportunities your team is currently working and have worked over this past year.  You'll know what your closing ratio and create sales approaches to increase that number.  You'll be able to track everything so you'll know what's working and what isn't, while automating the process to make your teams job a whole lot easier. 

With the TIME Agency Management System, it's a whole new ball game giving you an unfair advantage over the other agencies in town.  This is the system the other vendors don't want you to know about ... Now you're starting to know why!


Having the Information and Tools To Work "On" Your Business

 

By not having the real facts and accurate information, it's hard to effectively work "on" your business... it becomes just a crap shoot and how way too many agencies make decisions for the direction of their agency. 

 

We're adding these key elements because we're all about results.  These elements allow you and us to see the results you're getting and collect important information.

 

We even have an add-on module that will allow you to find patterns and statistical information, and to really analyze your clients, your book of business (including history and past terms) and much more.  When you see just what you can learn about your agency, clients, book of business, staff and more and then all of the things you can do with that data and information, you'll want to get onto the TIME Agency Management System as soon as possible where you'll have the tools to effectively work "on" your agency.

 

We are very committed to your success, profitability, increased productivity and automating your whole agency.   To achieve this you must have the tools to find the information to know what's really going on in your agency!  Then we'll show you how to take this information and use it to work "on" your business.  

 

These are just the beginning of the tools we'll be offering you to effectively work with your staff and "on" your business. 

 


 

Contacting Us:  The best method today to reach us at info@agencyateam.com.  Please allow 48 hours for a reply. 

You can also call 888-474-4882. However, we will not be returning inquiry calls on the product until after General Release.  If you leave your email address we'll reply to your phone message.  Please understand, we are working incredibly long hours preparing for General Release.

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