Finally an Agency Management System that's
easy to learn and use -- without costing a fortune..
Find out how YOU can profit wildly from the same
Agency Management System tools and
thousands of Agents have already discovered but they don't want you to
From Wayne Delph (founder):
In 1993 a friend and I were having a conversation about his insurance
agency. It seems that he couldn't find an Agency Management System that
suited him. Not to mention the few that were out there cost more than my
first house! I'd been programming computers since the mid 80's. Yep,
I've been around awhile. Knowing my background he suggested that I build
something and he'd help with the Insurance side and I'd do the techie
While looking into other Agency Management Systems, I learned that a lot
of programmers do not understand how a normal user thinks.
So, one thing lead to another and here we are many years later.. and
after thousands of man hours
and about a Million dollars you can now have
something really extraordinary.
It's called Forms Boss Plus. Don't let the name fool you,
it's way more than just forms. Yes we have ACORD forms but we designed
the entire program around the use of all kinds of forms. This makes
everything visual for the user. Easy to find the data you need when you
need it. Which is usually in a hurry!
No more hunting through pages of
non-visual data trying to find what you want.
After all these years I know what you need in a management system..
Easy to Learn - This is
number one because you need to be able to train your employees quickly.
Easy to Use - Everything
is designed so you can get to your data with just a few clicks. Actually
the way we designed the Customer form you can access about 90% of your
information from this one form.
Categorize your Clients, Prospects & Policies with Customizable fields.
X-Date & Suspense Date tracking on Customer or Policy level.
Driver & Vehicle database - accessible with one click from the Customer
form. This data automatically
ports into the ACORD forms that you create. More on that later.
Built in E-Mail - Sends emails and logs the entries under the Customer
form for easy access and re-sending. E-mail a single ACORD form or
send a gang at one time. Pull
contacts from your Outlook contact database!
Built in Proposal Generator - This is really a time saver. It loops
through all of your apps and creates a Proposal based on a default
template or one that you create. The proposal is then displayed in our
own word processor that you can edit. Add / Change text or graphics -
Very Professional. This will
help you write tons of business!
Keep track of all your documents with a few clicks. Everything is
organized for you -
Saves you loads of time so you can do what you do best "MAKE SALES"
You can scan all your documents directly into the program. Deck pages -
images - Risk items, anything. Scan signatures
and digitally sign your Apps.
Go paperless!You could
spend thousands on just a document program like this but you don't need
to, it's all built in! This one feature is worth the cost of the entire
Manage Sales Reps and commission tracking.
Know exactly who's producing
what and more importantly who's not. You don't have to fumble around
trying to find this data, it's just a click away.
...and you want it to be Affordable (We'll get to that later)
So, I've literally sent years designing and refining this Agency
Management System, listening to our clients every step of the way. It's
designed with you in mind, every detail extensively thought out and planned.
Our clients like the fact that they can call and make suggestions and we
love to hear from them too. After all, if I can make it easy for you
then you'll keep coming back year after year. We have lots of happy
clients that have been with us for many years.
You don't have time to deal with un-necessary problems so we've eliminated
many of them for you. Freeing you up to run your business.
You want two things..
To provide quality service to your clients. It's really impressive to
be able to answer your client's questions without having to leave your
desk. All the data you need right at your finger tips.
An "all in one" solution that lets you compile all your data in one
place. You don't need a Document Scanner - Contact manager - ACORD
forms generator (more on that later) - Policy Tracker - Invoicing
You can create Professional looking Invoices with your logo printed on
plain paper. No need to buy expensive invoices forms. You could spend
hundreds of dollars on a program that just creates invoices and posts your
payments. And here's the cool
part - the payment information can be ported to QuickBooks Pro
You can fully track Accounts Receivable information - know in a flash your
30/60/90 day balances. Send out Statements and manage your money more
With our Scheduling features you
Manage your entire day
To Do List
Have the Agency Management System remind you of everything. It's like
having your own personal assistant. The good news is you don't have to
pay it a wage! There's another piece of software you can do without.
Here's something I added when Laptops came along..
You may want to visit a client on the job. You can take your laptop
on-site then you can export your work to a file and email it back to your
office where you can import it back into the main database. This is such
a nice benefit for those of you who have outside sales people or maybe you
work from home. No we don't
charge extra for installing the program on more than one computer. You
only pay one fee per Agency not per user! Our competitors charge a per
user fee. I never did like that idea.
One of the biggest hurdles for people is learning new technology..
It can be very intimidating and especially hard on new employees.
That's why we've made Forms Boss Web so easy for beginners and
So whether you're just learning the ropes or you're a seasoned veteran,
Forms Boss Web makes getting started a snap.
We designed our Agency Management System to flow the way you do so it's
intuitive. The help system is built in to every form - just press F1 at
anytime and you'll get the help you need.
As a bonus I've included the
entire ACORD forms help guide. It's built into the system so you'll know
exactly how to fill out those ACORD forms. (more on ACORD forms later)
Over 30 built in Standard Reports
Print Customer Reports like..
Certificate Holders by Customer
Various Invoice Reports
Word Processor Documents
Mailing labels (Custom sorted)
Print Policy Reports..
Many Renewal reports
Premium due report
Various Carrier reports
Many filtering options allow you
to get the data you want Now!
Our Standard Reports allow you to export to CSV (Excel), HTML, RTF and WMF
With our custom Report Designer you can
create and modify your own
reports. We've included many standard reports but occasionally you
may need something I haven't thought of. Just one more piece of software
that you don't have to buy extra.
OK, time for a little geeky stuff..
We designed the Agency Management System to be
multi-user and network ready.
As I mentioned earlier, we don't charge extra for installing on
more than one computer.
It works on pretty much all Windows platforms except the 16 bit version
of Windows like 3.0 / 3.10 / 3.11. Is anybody still using that stuff?
You don't need anything special, well - except a printer.
We designed the program using the best compilers we could find so it
really zips around. Just another way to save you time.
Here's the Bonus part..
You can easily create ACORD forms with Forms Boss.
We've designed it so that a lot
of your work is automated. For instance, when you create an Auto
ID card the driver and vehicle information is inserted for you
automatically. You don't have to double enter data. Same thing for Home
Owner apps and Personal Auto apps.
Of course you never have to retype your customer name and address, it
always ports to the form for you.
There's also automation between
forms like the Commercial General Liability Section 126S. Which
completes a Certificate for you and many other automated features to save
I've included a Certificate
Holder Master List that lets you easily
create Certificates without having to manually look up holders. You can
add as many holders to a single Cert as you like, then pick and choose
which ones to print, fax or email.
You remember those expensive software programs I talked about?
Well, we have clients that have them but they actually use our program to
create the ACORD forms because it's so difficult in theirs.
All the ACORD's come up on screen just as if you would roll them into a
type writer. You just fill in the data fields.
We've included a status
bar at the bottom of the screen that tells you the purpose of each field
and what to put there. It couldn't be easier.
ACORD forms can be a little tricky so we've hooked the ACORD guide
(over 400 pages) into each ACORD Form. If you need help on any form just
press F1 and the guide opens to the form instruction that you need.
Put your Agency on Auto-Pilot
with sophisticated scheduling features!
Process your "clients" in real time -- automatically!
Never waste another minute on this time-consuming tasks.
Manage your Receivables.
Collect payments on time! Send out Statements,
Track Personal information that impresses your Clients. -- by sending
out Birthday cards, Anniversary cards. Instantly retrieve their profile
while talking to them on the phone.
Get Toll Free Tech Support - Yes we actually answer the phone
when you call. We understand how critical it is to get problems fixed
fast. Fortunately tech support calls are rare.
Use the built-in "Report Designer" Get the reports you want when you
Use the "Automated Features"
to easily create ACORD Forms - Forms Boss
Web makes it easy
Important Note: You can email your ACORD forms one at a time or
in a group. Our Email log maintains a log of all the forms, documents and
attachments that you send out. A complete audit trail is kept for you.
Remember, you can Pull contacts from your Outlook contact database!
Now, you don't have to take my word for all these benefits. I'll let you
try Agency Management System absolutely FREE. No strings attached, you
don't have to give me your credit card information up front - not even a
deposit. It's going to cost you
Zero - Zilch!
I want you fully satisfied before you pay me a dime.
Then if you decide to register it all you have to do is call me
(800-208-1977) and I'll give you some numbers to enter that takes it out
of DEMO mode. You don't have to install anything else. You can be up and
running in just a few minutes.
Still not convinced? Check out these Streaming Videos of the program in
action by clicking here Now.
I know what you're thinking. How much is all this going to cost me, you're
thinking thousands right? Nope!
For a limited time you pay a one time fee of $399 and $170 per year. You
never have to pay the $399 again. A lot of management programs cost more
than that per month.
Plus, you get the benefit of thousands of hours of programming. I've
already absorbed the huge development costs. You get to reap the Profits!
Remember, there's absolutely no Risk.
To give our Agency Management System a free test click here for a
Questions: Call us at 800-208-1977 and talk to a live representative