Contact vendor directly for pricing information.
Product is available as a Saas solution and requires no additional hardware for installation.
Vendor works with organizations of all sizes in the insurance industry.
Contact vendor directly for case studies.
AgencyOrganizer is document management software with a focus on agent and case management. The platform is designed to track and manage multiple document formats including emails and scanned documents, record and organize all applicable notes, phone calls and appointments, and is equipped with a built-in calendaring and task tracking tools.
The software is equipped to build both custom and generic forms, generate pre-made reports and is accessible via any operating system. Additionally, the platform enables users to interact with brokers and carriers in a paperless environment, connects stored documents and data to all relevant cases to eliminate redundancies and is designed with data security measures to protect against both internal defects and external threats.
BimSym eBusiness Solutions Inc was founded in 1996 and is headquartered in Bensalem, Pennsylvania.