Agency Contact Manager

Manage Your Contacts and Your Accounts

You can instantly access account status, contact information, notes and history. Know where you stand, regardless of how many people you're communicating with on any given deal, or how many deals you've got going with agent.

• Manage unlimited contacts with notes and history
  
• Track custom information for accounts and contacts
  
• View consolidated activity and history information for each account
  
• Assign accounts to sales reps or sales teams
  
• Automatically roll up production information, trigger processes to schedule activities and literature requests, print form letters and more
  
• Create prioritized task lists
  
• Mail merge built-in or custom templates
  
• Send instant e-mail with links to Internet Mail (POP3), Microsoft Mail, Microsoft Exchange, Lotus cc:Mail, Lotus Notes Mail
  
• View built-in and custom reports including forecasts, account status, activity, address books, labels and more
  
• Build detailed reports with groups, sub-groups, arithmetic and custom graphing
  
• Create letters, faxes, memos and other documents on the fly

Custom Insurance Solutions, 404 E. Ramsey, Suite 210, San Antonio, TX 78216. Tel: 210-340-5548; Fax: 210-340-6026.