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New Features & Updates

2021 – Q3 Updates – OSHA & Carrier Report, AgencyDash

The OSHA Report got a face lift to make it WAY easier to read. Carrier Report is revamped and optimized for each state’s data availability...

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Reports

The reports section has seen several iterations and will likely see more in the future. Each report has a purpose...

Case Studies & Usage Examples

Tools of the (remote) Trade

Thanks to current technology (last 15 years), practically all operations conducted in a typical insurance office can be done remotely, and for a very reasonable price point...

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Trusts, Estates, and Agency Accounts

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