The Agency Advantage Features
What are the features of The Agency Advantage?
Administration
- Accounting
- Contact Management
- Reporting & Dashboards
- Payment Processing
- Email Integration
- Task Management
Insurance Documentation
- Policy Management
- Invoicing & Receipts
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The Agency Advantage Categories on G2
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Administration
Accounting | Tracking and reporting various financials This feature was mentioned in 11 The Agency Advantage reviews. | 94% (Based on 11 reviews) | |
Contact Management | Storing and organizing client contact information 12 reviewers of The Agency Advantage have provided feedback on this feature. | 97% (Based on 12 reviews) | |
Commissions | Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal | Not enough data | |
Sales Tools | Organizing sales representatives' pipelines and tracking the sales process | Not enough data | |
Reporting & Dashboards | As reported in 12 The Agency Advantage reviews. Compiling visual representations of various types of data | 89% (Based on 12 reviews) | |
Payment Processing | Processing credit card and bank payments 11 reviewers of The Agency Advantage have provided feedback on this feature. | 94% (Based on 11 reviews) | |
Email Integration | Based on 10 The Agency Advantage reviews. Accessing and sending emails via the platform | 92% (Based on 10 reviews) | |
Task Management | As reported in 11 The Agency Advantage reviews. Assigning tasks to employees in order to organize and track productivity | 94% (Based on 11 reviews) |
Insurance Documentation
Claims Management | Organizing and processing customers' insurance claims | Not enough data | |
Policy Management | Based on 11 The Agency Advantage reviews. Maintaining policy and customer information | 94% (Based on 11 reviews) | |
Invoicing & Receipts | Based on 12 The Agency Advantage reviews. Creating and organizing insurance invoices and payment receipts | 94% (Based on 12 reviews) | |
Electronic Signatures | Sending electronic documents to clients to sign and return electronically | Not enough data |
