IMAGINE THE POWER OF INTEGRATION

Transform the way you do business

Streamline Your Workflow To Save Time And Increase Revenue
Increased Client Retention

Increased Client
Retention

Stronger Carrier Relationships

Stronger Carrier
Relationships

More Time For The Work You Love

More Time For The Work You Love

Added Cross-sell Opportunities

Added Cross-Sell
Opportunities

Happier, More Productive Employees

Happier, More Productive Employees

Greater Client Trust

Greater Client
Trust

Achieve Operational Excellence With The Ideal Insurance Agency Software

You do your part; we’ll take care of the rest.

ico_prepare

Prepare

Prepare

Current plan, employer and census data is scrubbed and stored in a centralized location to be utilized by multiple processes or users when-and-where ever required.
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ico_propose

Propose

Propose

Broker determined market recommendations with accurate, real-time quotes for multiple plans, lines and carriers can be generated with a few clicks in less than five minutes.
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ico_present

Present

Present

Branded, customizable, documents are generated with ease, stored in the system and made available to customers through their own secure, self service portal.
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Our Agency Management Solution Integrates Several Systems Into One Awesome App

 
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