Purpose-built episode tracking, invoicing and records for insurance agent businesses. $59, one time, every seat, forever — on top of the Sterling suite.
Twenty-two policies renewing next month, and you knew in March. No carrier applications or policy documents — the carrier produces those.
Property ref., Address, Unit — captured in the field, filed at the office.
Type, Occupant, Start — captured in the field, filed at the office.
Obligations, Next obligation due — captured in the field, filed at the office.
Numbered, dated, and generated from the work you already recorded — not retyped at the kitchen table.
From $149 — the office app, the field app, or both. No subscription, ever.
Inside the app. Find Insurance Agent and unlock it for $59 — one time.
The layer appears on every paired phone and every computer. Future updates included.