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If that's not enough, look at this
...
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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!
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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!
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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!
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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 ...
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.
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!
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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.
|
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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Agency AutomationTEAM, Inc., All Rights Reserved |
