Agency Manager

Complete your insurance applications automatically, with one click of the mouse!

Imagine a client management program or insurance CRM designed specifically for the life insurance agency.  This program is available to affiliated producers of Termco-direct.  It allows you to track your leads from start to finish and analyze your lead sources and producers.  Automatically fill insurance applications from your database. Order paramed exams with one click of the mouse; generate form letters and applications packages with ease. A built in quote engine allows you instant access to rates from multiple carriers.

Feed leads from your web page or lead source directly to the database to eliminate the chore of basic data entry.  If you buy leads, do the same with most vendors.

Follow cases from start to finish, every step of the way with extensive reports to follow prospects and clients in the database.  Never lose a client again, and keep in better touch with your current clients.  Keep in touch with applicants throughout the underwriting process.  Set up alerts to notify them on pending status either by telephone, email, or fax.

Follow each lead source (whether it's search engines, ad buys, or buying leads) with profit ratios every step of the way to see what's really making you money.

Assign incoming leads to agents or processors based on value, state, by last name, or any other criteria you desire.

Print labels for outgoing applications or other correspondence.  Print directly to the envelope, add the address to any form letter for placement in window envelopes, export to excel, or print to Avery labels.  Do you use an overnight carrier?  Fill out their labels as well.