AgencyOrganizer is a program built for you to customize. There are a variety of tools to create additional information fields, filter and sort data within the system based on your own criteria, and display data according to your own liking. This allows AgencyOrganizer to be used for ALL of your Financial and Insurance clientele.
Each account has a separate username and password. AgencyOrganizer provides a hierarchy that can establish different user permissions and secures all of the data in a separate database for each Client. All of the data that is transferred in and out of the program is secure and encrypted to ensure your Client’s confidentiality. |
