Broker Services

Bob Anderson of Anderson Computer Services was an insurance broker for 12 years and has in-depth knowledge of The Agency Manager® broker management system and the Compuquote® comparative rating program. Here are some of the services being offered to independent insurance brokerages. To see what other brokers have to say click here.

Workflow Processes

	Improve productivity
	E-Filing
	Eliminate duplicate steps
	Reduce the time from ‘cold call’ to application delivery
	Make your broker management system work for you and your brokerage
	Develop and produce Internet and Email policy documents
	Standardize internal procedures
	Design of flow charts for day-to-day procedures (click here for example)

Upgrade assistance

	Assistance with upgrades to newer versions of The Agency Manager®
	Assistance with upgrades to Microsoft® products

Product Installation & Evaluation

	Anti-Virus
	Mail Servers
	Network Faxing
	Network Servers
	Imaging
	Internet Access

On-call Tech Support

	For those times when you need a ‘techie’ for a small job
	Document set-up
	Disaster management advice (backups, security policy)
	Training (Please note that we recommend Applied Systems provide training for new installations)
	In-house training for new employees, producers etc.
	Tips and tricks

Sample Flow Chart

This is a sample workflow chart