Broker Software
Insurance Brokers Management Software
Three Different Layouts
Manage Company Details
Add New Project Status
Invoicing Project
Finance Overview
Timesheets
Pin Projects
Disallow project members to see all project tasks
Monthly Reports
Policy Report
Commission Report
Attendance Report
Import Reports into Excel PDF Csv etc.
Custom Reports
Manage Staff
Staff Profile
Attendance
Single staff attendance
Export and Import Attendance
Policy Management
Add Policy
Edit Policy
Delete Policy
Policy Reports
New Survey
Including mail list custom fields
Record Expense
Creating Recurring Expense
Responsive
Expense Reports
Billable Expense
.
Customer Management
Add Customer
Update Customer
Delete Customer
Customer Profile
Monthly Reports
Custom Reports
Additional Features
Export and Import Option
Custom Layout Options
Weekly and Monthly Reports
User Friendly
New Knowledge Base Article
New Knowledge Base Group
