AgencyNOW Mobile CRM

AgencyNOW is a powerful cloud and mobile solution which allows users insurance agents to manage their customers, policies and activities all within one place.
• Ability to sort and view Agencies and Agents by their Geo Stamp Location
• Store files against any record, including photographs, emails and Microsoft Office documents
• Manage and update activities which sync directly to the user’s calendar
• Capture and manage contact and company relationships
• Follow-up on leads in a simple, easy-to-use platform
• Manage your sales pipeline with a fully configurable sales funnel