Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationAgencyOrganizer
www.agencyorganizer.com
|
Company InformationSCT
United States
sctdemo.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
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.
|
|||||
|
|
|