Eagent

eagent is an online account & policy management solution that helps insurance agency owners better manage their resources and the associated tasks of scheduling, selling and customer service. eagent helps insurance agencies quickly and easily store customer information and copies of policy documentation as well as all your other documents in an easy to use online document management system. this allows producers, sales support staff or office managers to quickly retrieve policy information from anywhere be it the office, home, a coffee shop or at the clients home / office. hundreds of agencies use eagent to boost productivity and optimize their selling process to both new leads as well as policy renewals. wouldn't you like to more effectively perform annual reviews, get a list of upcoming xdates and know which clients are effectively being worked for upselling and cross selling activities? are your producers proactively working on customer retention and customer loyalty or do terminati