 |
Al Downs, Herbert-Lee Insurance Agency
Customer Profile
Al Downs, a partner in Herbert-Lee Insurance Agency, a largely commercial shop located in Seaford, Virginia, has been using Agency Management Anywhere for over two years. When he joined the agency about seven years ago, it had no management system.
Does Everything Needed - Good Disaster Recovery
Downs says he’s not concerned that the agency’s data is stored off site. In fact, he sees it as a benefit. “The Agency Management Anywhere program is on the Choices server, so I’m not maintaining a high-end server and backing up files. The responsibility for backing up is someone else’s.
“Software-as-a-service is a good disaster recovery tool as well,” he continues. “Because everything is available via the Internet, I can log in from anywhere. Additionally, when I visit a client, as long as they have Wi-Fi, I can log into our system on my laptop.
“Choices does everything that I need,” Downs concludes. “And in terms of affordability, no one can touch what Choices offers for the price.”
Choices Real Time Saves Time
In addition to Agency Management Anywhere, the agency also subscribes to Choices Real Time™, a password manager that enables users to access carrier Web sites and view policy information in real time with one click of a mouse.
Beyond providing agencies with easy access to carrier Web sites, Choices Real Time includes a feature that allows agents to save policy and endorsement copies from carrier Web sites as .jpg or .bmp images. Many insurance companies have stopped mailing paper copies of policies and endorsements to their agents. Agents are concerned that they might not be able to access a complete record of all transactions. They are concerned about errors and omissions. This capability helps address those concerns.
Contact us for more info |
|
