Insurance Sales Tracking is a complete insurance agency management system, ith Sales Tracking, you can track your sales and your services, run reports, on sales, by agent or by office, or by county or carrier or the sale source. With sales tracking auto-attach feature you can save a ton of time and money by putting your system to work instread of you or your agent, select the scans folder and it will do the attachments by itself. reads your documents and tells you which one one is which and for what client, and the best part about it, you can just 1 click, and it will be attached to clients records. its that easy. Commission checks tracking and reporting allows you to see what commission checks you have received and which you didn't from your agency carriers, you can avoid lost in mail checks or not deposited checks, The best part, once you add a check it will print the attachment sheet, scan it along with the cehck and it will be attached to the check to keep a record of actual check in your system. Your agents must work, and you must keep track of their work, thats why sales tracking allows you to manage Tasks. Send your employee the task they need to finish and their expected finish date, and just get a report on that task. and best you keep a record of it forever. Business analysis. As an owner of an agency you must want to hit a certain goal, and have your offices or agents work on it. thats why sales tracking allows you to set a goal for an agent or an office and see whats the achievement percentage of that goal. all with 1 point of entry. the agent add the sale and issues the receipt to the client, and you can just do all of the above and more. Sales Tracking allows you to keep in touch with your clients by integrating emails within sales tracking, you dont have to leave it to send an e-mail.
What's new in this version:
- Email and Letter Templates
- Fixed Windows 7 Installation Issue
- bugs fixes