Insurance Management Solutions (IMS)
Insurance Management Solutions (IMS) is a powerful, cost-effective agency management software program designed specifically for insurance agencies. It helps increase office productivity through:
- Improved Customer Service
- Enhanced Office Communication
- Increased Sales
- Reduction in Paper Storage
You have the capability to effectively manage the current paperwork of the entire office-no matter what companies you represent-as well as to expand for future growth. And as your business grows, so should the overall success of your business.
Features
- Client and Contact Management
- Notes-Date, Time and Name Stamped
- Policy Information
- High Volume and Long-Term Document Imaging
- Custom Definable Fields
- Prospect Management
- Networked Scheduling and To Do List Capability
- Inter-office E-Mail and Messaging
- Reports
- Letter and Label Merge With MS Word
- ACORD™ Forms
- Palm Pilot & Outlook Synchronization
- Carrier Downloads
- Accounting Capability
- Transformation Station™ / Real Time
- Call Center (Call Management Program — Fee upgrade required)
- Integration with popular quoting systems
For More Information
If you would like to receive additional information on Insurance Management Solutions (IMS) from Xanatek, please contact the sales office toll-free at 800-875-6033 or e-mail us at sales@xanatek.com.
