Our DeskTop version is a state-of-the-art ACORD Forms generator with an
Agency Management System option. After all we've been working on it since
1993! You don't have to take our word for it, just download a
Free Agency Management System Demo. The demo
is the actual program, and you'll be able to enter Clients, forms, and
check out practically all of the program's features. It's only limited in
that printing, exporting, emailing forms is disabled.
If you decide you like it, and we think you will
all you have to do is register the program and key in some numbers, then
you're ready to go. Nothing else to install.
Of course you can produce any one of over 750+ ACORD Forms and track all
of your Clients and Prospects. With the Agency Management System option
you can also track Policy details, Companies, Sales Reps and create
Proposals. We do Imaging too, scan deck pages and images right into our
program. For more info on the
Agency Management System
option click here.
Our Planning form will keep you organized and on time with our appointment
scheduler. You can set your own reminders and notifications. Run reports
at set times.
We think you'll find our software the best overall choice for creating official ACORD forms and to help manage your Agency. The DeskTop version includes all 750+ licensed ACORD forms to assist you in managing every aspect of your business. From Customers and Prospects to Policies and Proposals you'll be amazed how easy it is to track all your daily activities.
There are many automated ACORD Forms Features
built into the package like emailing, faxing and autofill from one form to
another. You can also spell check, print mailing labels, track birthdates
and do a host of other Client management functions.
Our Certificate of Insurance
forms are the easiest to use on the market. You can add multiple
holders to a single certificate. Email or print one cert, select a few or
the entire list with just a click. We've provided a Holder's database too
so you only have to type the address once, from then on you can just
select the ones you want added to the form! More info on
Certificates of Insurance by
May we suggest you take the guided tour to start learning what our Agency
Management System, "Forms Boss Plus" can do for you and your business?
Click this link now to start the tour...
Questions: Call us at 800-208-1977 and talk to a live representative.