Tracking commissions. Creating estimates in the field. Handling agency billing and direct billing. Issuing credits for unused portions of coverage. Getting claims payments out on time. Keeping your different offices up to date on all the business data. Carefully monitoring cash flow and profitability. These are just a few of the challenges you face as an insurance professional.

Ideal solution: Hosted Small/Medium Enterprise Suite is the perfect integrated solution to help you manage your insurance business processes more efficiently.

The core Accounting module: which includes general ledger, A/P, A/R, invoices, estimates, time & billing, job tracking and more lets you keep track of everything an insurance agent buys, sells or does: policies, estimates, office equipment, commissions. Because it's Web-based, you (and any other employee you grant access) can take a look at your business's balances, cash flow and every other key measure, wherever you are, whenever you need it, for complete multi-user, multi-location flexibility.

Keeping track of everything: The sales force automation module lets you manage your leads and prospects, and makes your selling efforts more organized and more integrated than ever before possible. The customer support management module lets your service employees manage support cases, and helps you keep track of all your clients, agency contacts, vendors and anyone else you need to keep close. You'll be able to see every transaction and interaction that's ever occurred, schedule and send invitations for meetings, and assign client-specific tasks to your staff.

Building an online presence: The Web Site allows you to easily build an online presence. Visitors to your site who register are immediately captured as lead entries in the sales force automation module, and premium installments paid through the site automatically credit your clients' accounts on approval.

Integrated Payroll: Our seamlessly integrated Payroll will save you time and money. Online Bill Pay for effortless payment to vendors, and Employee Access for submitting time and expense reports round out the package.

Tired of wasting your time working with incomplete data in multiple desktop-constrained software packages? Hosted Small/Medium Enterprise Suite will free you to focus on growing your business by saving you time and money and helping you manage your practice more efficiently.