Online Autoplan Management System for brokers.

Web-based customizable policy managment system to manage auto insurance policies, brokers and inventory.

• Manage multiple branches and producers.
• Create individual access privileges for producers, staf and managers.
• Transaction Data Uploads with data mapping management.
• Manage inventory automatically and manually.
• Commission Calculations Down to Each Producer.
• Save/Print reports.
• Export Transactions (QuickBooks customizable*).
• No hassles, easy to use web application accessed through your web browser.
• Configure access restrictions to different users by asigning roles.
• Commission, Sales and Inventory Reports.
• Policy Renewal Notifications.
• Print Renewal Letters in Adobe PDF or Microsoft Word Document.