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About

With its integrated features and functionality, AgencyOrganizer exceeds expectations by providing cost effectiveness, security, and customizability in all areas of operations. AgencyOrganizer's effectiveness ranges from linear integration of data to pioneering effective Agency Management procedures that aid agencies with organization and the ability to earn higher profits and increased market share. AgencyOrganizer is able to store all of the documents for the user’s cases and associates. From emails to scanned documents, AgencyOrganizer allows the user to keep track of every document that is vital for recordkeeping, without the clutter and possible loss of hardcopies of documents. Not only will AgencyOrganizer track your documents, the application also has the ability to keep records of any notes, phone calls, appointments, and more. AgencyOrganizer can also organizer your time with its built in calendar and task tracking features.

About

Dynamically customize and manage Policies and Procedures (PnPs). Search PnPs and agency standards electronically. Attach notes, documents and PnPs, to the associated agency standard. Prepare and manage facility documents for Surveys. End-user will able to search their agency standards electronically with the ability to view and/or attach insights, notes, related operational documents, and polices & procedures. End-user will have the ability to search standards, operational documents, and polices & procedures based on name or keyword search functions. End-user will have the ability to prepare and navigate agency surveys with step by step preparation tools related to PnPs, amendments, and deficiency tracking. Furthermore, log-ins can be created for consultant roles and monitoring. Using HOTB’s proprietary technology, policies & procedures can be dynamically populated based on system data inputs specific to the end-user’s agency.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agencies and businesses interested in a solution to manage their insurance operations

Audience

Healthcare providers searching for an accreditation and compliance solution to ensure efficiency, security, and oversight

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgencyOrganizer
www.agencyorganizer.com

Company Information

SCT
United States
sctdemo.com

Alternatives

Alternatives

Talktrac

Talktrac

The Meco Group
AGENCY Software

AGENCY Software

Ken Tanzer

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

No info available.

Integrations

No info available.
Claim AgencyOrganizer and update features and information
Claim AgencyOrganizer and update features and information
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