AgentsFarm

AgentsFarm

AgentsFarm, makes it easy for you to monitor and improve your agency's productivity1 in just 8 steps:

• Very simple regular portfolio downloads in less than a minute
• Automatic reports for daily monitoring of premium variations in renewal, control of receipts and payments
• Complete visualization of all your clients, policies, receipts, payments and claims. Very simple searches and filters that will help you manage your entire portfolio
• Alerts that will notify you both of the collections and payments of receipts, as well as movements in claims: new entries or claims pending closure
• Reminders of all the tasks of the day, week or month, you will not forget anything
• Control of the accounting of your agency or brokerage: expenses, generation of invoices and credits and monthly or quarterly documentation for your agency
• Management of your commercial campaigns and monitoring of your incentive goals
• Automatization of Marketing communications by email or SMS to your clients

Technical specifications

 

• 100% cloud platform, no installation costs, no server maintenance costs and with data backups always available
• Universal access, computer, tablet or mobile phone 24 hours a day, 365 days a year
• Secure access with own SSL certificate. Quick configuration and commissioning, in just 24 hours
• Complete CRM for managing clients, policies, receipts and claims
• Migration of data from your current program
• All this at the best price on the market! Take advantage of the offer available until the end of the year