Version 3.3 of Special Agent insurance agency management software was created to help independent agencies go paperless.
Special Agent says that with Version 3.3, virtually all electronic documents, including e-mails, spreadsheets, PDFs, pictures and scanned images, can be attached to customer records, allowing agencies to keep each customer’s records in one secure, easily accessible place. Instantly accessible electronic files are meant to help staff members provide better, prompter service as agencies discard paper files, save money and free up floor space.
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