Agency applications Flashcards
What is ANS used for?
Provides notifications about policies in Advance Property, Advance Auto, and Advance Billing Notifications
What is Agency Connect?
A phone system used by some agencies that has both physical desk phones and IP-based phones accessed through a web portal.
What is Box
A secure cloud storage and collaborlation solution
What are the two main functions of Apex right now?
Apex Markeing Queries and Apex Production Tracking
What is CFR PolicyCenter?
A quoting system to allow agent and agent assistancts complete quotes for Commercial Farm Ranch.
What is Atlas?
A prospecting tool providing agents with a dynamic maping platform to explore current and portnatial customers within a geographic area
Cornerstone
Both a quoting and application system. It’s used to complete both quotes and policy on Life.
What does ANS stand for?
Agency Notification System
What is ABEST?
Abest provides information about CFR policies in mainframe
What applications are replacing Box?
Microsoft Teams and OneNote
What is PMACS used for?
“HR” type software for independent agencies. Also tracks any commissions and bonuses.
What Apex Core CRM?
A customer relationship manager tool that it being replaced with Relate.
What is AmFam.com?
External customer faving tool used to complete quotes, find an agent, etc.
What is Agent Claims Hubs
Web based portal for all important Claims information
What is DocuSign?
An electronic signature system that allows clients to sign documents electronically.
What is Charcoal?
A lead or prospecting system agencies use for warm leads.