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Now you can open your business to new kind of power – the power of teamwork – only with...
Agency Information Manager
AIM is the most flexible and user friendly system available today. We build systems based on affordable off-the-shelf software and then tailor it to your business. Destined to set new standards, AIM eases all front end activities, quoting, routine correspondence, binding, policy issuance, and policy management.
Stop costly "phone tag", and get all the information you need the first time. AIM lets you capture the latest industry specific risk qualification while you still have the agent on the phone.
Even better, AIM provides users with the strongest set of insurance applications that fully integrate with Microsoft 2000, including Word and Outlook. By integrating with Office 2000, CIS makes shared solutions like e-mail, word processing, and database management a reality.
Providing Managing General Agents/Brokers with the most advanced agency management system.
- Client/Server technology
- Underwriter diary/suspense system
- On-line file history – all notes, images, and documents
- Automatic correspondence generation
- Underwriting, policy management, and claims
- Customer/Prospect/Policy Database
- Management, Accounting & Activity Reports
- Accounting/Invoicing
- General Ledger
- Claim System
- Surveys
- Proposals
- Automated Workflows
- E-Mail - MAPI Compliant
- Contact Manager
- Activity Tracking/Transactional Filing
- Support for 1 - 1000 Workstations
- Support of branch offices with wide area network
- True Integration with Microsoft Office
- On-Line Manual
- ODBC Report Generator with SQL
- Compatibility with third party hardware and software
- Year 2000 Date Functionality
- Runs on Windows95, Windows NT Server/Workstation