Best Value Insurance Agency, Inc'

1
AgencyManager was designed to allow you to spend
your time doing business, rather than managing it.

• Best Value Insurance Agency, Inc.
• 1700 S. Campbell Suite C
• Springfield, Missouri 65807

Phone [phone] Fax [phone] info_at_agency-
manager.com
2
Why AgencyManager?

• Throughout our years of trying to find an agency
  management system at BVIAI, we have run into
  several dilemmas Such as overpriced software, a
  lack of features focusing on health, poor
  supportthe list goes on and on. After
  researching several systems and not being
  satisfied, BVIAI took the reigns in hand to come
  up with the perfect system that had everything
  needed to manage our insurance agency. We have
  experienced such success using it in our agency
  that we would like to provide AgencyManager to
  other agents to use.

3
Efficient and User Friendly

• No need to search your office for the information
  you need or try to second guess where you need to
  go. With AgencyManager, everything is right at
  your fingertips to make sure your agency runs as
  smoothly as possible.
• Even if you consider yourself Computer
  Illiterate, we have designed AgencyManager with
  all levels of computer experience in mind to make
  your experience a pleasant one.

4
Features

• Client Management
• Lead Management
• Sub-Agent Management
• Business Activity Management
• Support Ticket System
• Document Management
• Email Support
• Industry Standard Security

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Client Management

• Client Contact Information
• Personal Information
• Client Health Information
• Policy Management
• History (notes recording the history of the
  client at your fingertips.)

6
Lead Management

• Lead Contact Information
• Personal Information
• Insurance Information
• Lead Health Information
• Distribute leads between sub-agents
• Lead purchasing and Credit System for bad leads
• Text Message Alerts on New Leads
• History

7
Sub-Agent Management

• Agent Contact Information
• Hierarchical Management
• EO Policy Information
• Recruiting Timeline
• License and Contract Management
• History

8
Business Activity Management

• Calendar Organizer
• Schedule activities for self, sub-agents, or
  employees.
• Prioritized system
• Set Reminders
• Activity History

9
Support Ticket System

• Get issues addressed quickly
• Submit by Department
• Prioritized
• Keep track of what is being done with issues.
• Add Attachments to tickets

10
Document Management

• Template Creation
• Form Letters
• Paperless Document Management (Coming in 2008)

11
Email Support

• Send emails directly from AgencyManager using the
  email address you specify.
• Custom email templates
• Emails Recorded in History

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Security and Reliability

• Advanced Password Control
• Permission based controls to limit access to
  information
• 128 bit SSL connections for accessing system
• Compliant with HIPPAA Regulations
• Dedicated Firewall and Intrusion Detection
  systems
• Data stored with 128 bit industry standard
  encryption.
• 24x7 system monitoring
• Scheduled daily backups

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Agency Manager is Available to You

• Agency Manager will transform the way you do
  business and its available to you.
• For more information on Agency Manager or to Sign
  Up, contact us at
• Phone [phone]
• Email info_at_agency-manager.com