Products & Services

 

C.A.R.O.L
A hosted customer relationship management (CRM) system that assists independent insurance agents in service, sales and marketing. The system launches email campaigns, handles CRM tracking, Automates Renewal Reviews, complies with the “Grahm Leech Bliley Act”(GLBA), reduces E&O exposure, and much more.

For the independent insurance agent that may have limited back-office support, the web application automates everything for the agent so they can spend more time developing new business, and strengthening current client relationships.   With so much functionality in an easy to use hosted solution, it's no wonder over 200 agencies are using it today!

 

Email Virus & Spam Protection
Managed Email Service Provider specializing in secure messaging solutions for all things email. Service offerings include SecureTide™ spam and virus protection, Message Sniffer™ spam detection engine available to OEMs, and Microsoft Exchange Hosting.

 

Online Check
Our online check technology is absolutely the best system for instantly accepting checks online, by phone, by fax. It includes a secure online form for your customers to complete, you are instantly notified of new checks via email, and no re-keying of data is required. Your checks are in ready-to-print PDF format - just print and take to the bank! This system is web-based so all you need is Internet access and a printer.

 

 

“The greatest compliment we can receive is a personal referral from our clients”
John Anderson, President

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