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AgencyCenter empowers brokers and account managers to do their jobs, quickly and efficiently. This single, integrated web-based solution automates virtually every component of your employee benefits operation, and includes the following modules:
- - facilitates marketing campaigns, organizes and tracks prospects, stores carrier, prospect, client and product data, automates and tracks RFPs, pre-populates target lists, sales forms, letters and templates, and allows you to obtain quotes from multiple carriers via integrated email.
- - leads you through a customizable, best practices approach to installing new and renewing clients, manages each step of client installation through a detailed timeline, and provides important enrollment feedback through employee surveys.
- – manages and tracks issues, resolutions and client activities easily and efficiently and provides a secure, centralized repository for customer contacts, client communications, policy certificates, plan booklets, and client communications. Clients can even view their own policy data through a Client View Portal.
- - supports complicated producer overrides and commissions splits including direct carrier imports, calculates on product-level commissions, and provides receivables data on a monthly earned basis. Data is easily exported to or integrated with your own proprietary software.
- – offers many standard reports on nearly every aspect of your firm’s client-producer relationships, including RFP and issues tracking, and financial reporting. You may also create your own tailored reports effortlessly.
Why AMS Benefits?
AMS Benefits is a division of Vertafore, Inc., a company with over 30 years experience in agency automation software servicing over 15,000 agencies and 300 insurance carriers. Learn more about the benefits of choosing AMS Benefits for your agency automation needs.
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