| These are some
of the features leading
insurance carriers cannot do
without: Contact Management:
InTouch provides one
location to store
all agency details such as
address, ownership, personnel
listing, contractual
information and company
representation chain of
command. The addressing
information is instantly
available for linking to
communication devises such as
word processing, fax, email
and web browser.
Universal diary system:
Taking notes and providing
details on information
regarding how you work with an
agency is organized with dialogue titles,
time and date stamps all
available to be queried and
reported. Based on user
permission, the information
can be secured for supervisory
or departmental level
eyes-only.
Coordinated reports:
By having all these
details in one database, the
information is ready for
coordinating
reports. One
example is visible in the
screenshots to our
right. Each agency's
profitability is summarized on
their profile screen.
Their performance is broken
out in detail by policy type
comparing profitability over
time and displayed in a chart
and a graph for quick assessment.
Whether an agency is a single
location or part of a large
group of agencies, their
information is presented
appropriately by branch or
location and in total for the
group.
InTouch is a comprehensive
management system
with valuable benefits:
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