Clean up of the Agency Management System
A neat and orderly agency management system is an essential component for
maximizing staff productivity.
- All Agency Management System default codes:
- Activities
- Attachment categories
- CSR’s
- Policy Types
- Statuses
- Form-letters & Proposals
- Companies, Producers, Certificate Holders, etc.
- Strategies for maintaining Clients & Policies
- Security Manager
- On site or remote clean up options are available