Finally a Web Based Agency Management System
that's easy to learn and use -- without costing a fortune...
Read further to find out how YOU can profit wildly from this state of the art Agency Management System
From Wayne Delph (founder):
In 1993 a friend and I were having a conversation about his insurance
agency. He could not find suitable Agency Management System. The few
that were available were out of his price range. Knowing that I had
been writing software since mid 80's, he suggested that I build a new system.
I started evaluating other Agency Management Systems and learned that most
programmers do not understand how a normal user thinks.
So, here we are many years later and after must research and development we
have created a software product that is truly extraordinary.
It's called Forms Boss Web. 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. It is very easy to find the data you need
when you need it. 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.
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.
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 to your favorite cloud service
(like DropBox or YouTube) then link your Clients or Policies directly
to them. 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 service.
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 spent 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 three 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
Since we host your data on our cloud servers you can access your data
from practically anywhere in the world! Think about that, never be
tied to a desk again. You can even use a tablet out in the field to
collect data and have your client sign the apps right on screen.
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 post your
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.
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
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!
OK, time for a little geeky stuff..
We designed the Agency Management System to be
multi-user. As I mentioned
earlier, we don't charge extra for multiple logins from more than one
It works on all platforms with a modern web browser. This includes Windows, Mac, iPad, and Android tablets.
Here's the Bonus part..
You can easily create ACORD forms with Forms Boss Web.
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.
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. 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 click the "Open Form Help" button at the top of every ACORD pdf 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 that you send out.
A complete audit trail is kept for you.