Setup & Customization of the Agency Management System

Your Agency Management System is a powerful and flexible tool. But it must be set up properly in order to realize its full potential. Our work with hundreds of agencies over the span of decades can offer superior perspectives on how you should set up your system.

• Real Time Interface (Transformation Station)
• Download setup
• Security Manager
• Closeday
• Night Utilities
• Customization of the Agency Management System
  • Field defaults
  • Activities
  • Categories
  • Custom Decs
• Policy Issuance / MGA specific setup issues