Cloud Agency Management Software
Cloud Agency Management Software was created for the purpose of assisting insurance agencies in becoming more efficient during hard economic times. Cloud is seeking to fill a void that has long existed within small insurance agencies that have lacked any type of management software.
Cloud Agency Management Software's main goal is to assist these smaller insurance agencies with being more efficient, while keeping affordability in mind. Created with over 50 years of combined insurance experience, Cloud was tailored-made to answer the needs of insurance agents and agencies.
Features
100% Web Based
Cloud Agency Management Software's notes and reminders feature allows you to set notes and reminders regarding customers that pop up immediately after logging.
Time Management
Cloud Agency Management Software's time management features allow your agency to keep track of all its employee's hours. It also makes payroll a breeze as you can calculate the total hours worked by day, week, or month.
Unlimited Online Storage
Cloud Agency Management Software gives you unlimited online storage which allows you to add as much information (clients/policies, documents, etc.) into your database as you please. Since it is Cloud Agency Management Software based, it is safe, easy, easy accessed and fast.
Accounts Reconciliation
Keep track of all your transactions and reconcile to ensure accounting accuracy.
Real Time Updates
Through our partnership with IVANS, you'll have access to their download software that instantly updates all the information from the insurance companies database to your Cloud Agency Management Software customer database.
Secured Data with Auto-Backups
Your data is safely secured with a U.S. Based third-party data center that also stores data for Fortune 500 companies. You can also request automatic backups
Electronic File Management
Cloud Agency Management Software allows you to keep all client's file information stored electronically and easily accessible at anytime from anywhere. Space and time taking manual files are a thing of the past. Today's technology infused businesses all use manual files as the safer, smarter, faster method of ile storage.
Production & Commission Reports
Cloud Agency Management Software gives you a variety of reports to assist you in tracking your businesses progress. You can view a specifics agent's production or commission report and much more
Documents and Photos Upload
Cloud Agency Management Software allows you to upload as many documents and photos as you please into your client's electronic file. It also supports many formats including PDF, JPG & DOC
Direct Text and Emails
Cloud Agency Management Software's text messaging feature allows you to instantly and constantly get in contract with your customers further strengthening your rapport with them. The email feature also allows you to communicate with multiple clients at once. This can be useful when making mass announcements like payment reminder, new products and services or a simple holiday greeting.
Acord & Other Forms
Easily manage Acord forms directly from your Cloud Agency Management Software account. Print, email, and save forms
Notes and Reminders
Cloud Agency Management Software's notes and reminders feature allows you to set notes and reminders regarding customers that pop up immediately after logging.
Testimonials
"I was amazed at the product quality, ease of use and features for the unbelievable price, it almost appeared to good to be true until I began using the CLOUD Agency Management Software. If you are like me where price matters a lot during these rebuilding times in our economy which completely reflects our agency business – than CLOUD Agency Management Software is the way to go! Thanks CLOUD Agency Management Software"
Khalik Alexander
A & A Insurance Expe
"I was amazed at the product quality, ease of use and features for the unbelievable price, it almost appeared to good to be true until I began using the CLOUD Agency Management Software. If you are like me where price matters a lot during these rebuilding times in our economy which completely reflects our agency business – than CLOUD Agency Management Software is the way to go! Thanks CLOUD Agency Management Software"
Sara Wilsson
AIAA
SCHEDULE A DEMO
it is simple and elegant and so easy to use. Nurturing your business is the key to growing to the next level and beyond. Invaluable knowledge at your fingertip will help improve your business, increase your referrals, and grow your business. Discuss how Cloud Agency Management Software can help simplify your business. Call Us at 832-653-9844 to speak with our live representative.
DATA CENTER
Your data is safely secured with a U.S. Based third-party data center that also stores data for Fortune 500 companies. Hosting in one of the largest colocation facilities in Dallas, Texas, their diverse and powerful network featuring providers such as Level 3, Internap, AboveNet, and TW Telecom provides our customers with optimum speed and reliability.
POWER SUPPLY
CONNECTION CABLES
RACK CAGE
SERVER RACKS
Clients
CONTACT Us
Thank you for your interest in Cloud Agency Management Software. Have a question about our company, services or legal policies? Need assistance with your new business? We'd love to talk to you.
