Overview
What is AGEman Office?
AGEman Office, developed by Equisoft, is an insurance and investment software solution designed to streamline agency management processes for professionals in the financial services industry. This software is suitable for companies of various sizes, from small agencies to large enterprises. Insurance...
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- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is AGEman Office?
AGEman Office, developed by Equisoft, is an insurance and investment software solution designed to streamline agency management processes for professionals in the financial services industry. This software is suitable for companies of various sizes, from small agencies to large enterprises. Insurance agencies, investment firms, financial advisors, insurance brokers, and wealth management professionals can all benefit from the features and tools offered by AGEman Office.
Key Features
Policy Administration System: According to the vendor, AGEman Office simplifies and automates policy management tasks, including policy issuance, underwriting, changes, and renewals.
Agency Management: The vendor states that AGEman Office facilitates the onboarding and contracting process for insurance agents, automates commission calculations, and enables tracking and analysis of sales performance.
Quotes & Illustrations: According to the vendor, AGEman Office generates accurate and compliant quotes for insurance products, creates customizable illustrations to demonstrate product benefits, and ensures compliance with industry regulations.
eApplications & eSignatures: The vendor claims that AGEman Office enables digital submission of insurance applications, supports electronic signatures, automates the underwriting process, and allows real-time tracking of application status.
CRM for Insurance Professionals: According to the vendor, AGEman Office provides a comprehensive CRM system for insurance professionals, allowing for efficient customer data management, lead and opportunity tracking, and task and activity management.
Real-Time Competing Fund Analysis: According to the vendor, AGEman Office allows real-time analysis of competing funds, offers a configurable showcase of product strengths, integrates with third-party data sources, and provides efficient fund fact sheet deployment.
AGEman Office Features
- Supported: Commission Management
- Supported: Contact Management
- Supported: Document Management
- Supported: Insurance Policy Management
AGEman Office Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Android, iPhone, iPad |
