Frequently Asked Questions (FAQ)
Find quick answers to common questions about our services, policies, and features. Can't find what you're looking for? Contact our support team for personalized assistance.
Understanding CRM & AMS Systems
Customer Relationship Management (CRM)
A CRM is a technology platform that helps businesses manage all interactions and relationships with customers and potential customers. It stores contact information, tracks customer interactions, and helps streamline sales processes.
- Focuses on sales pipeline and customer engagement
- Provides tools for marketing automation
- Tracks leads and opportunities
- Used across many industries
Agency Management System (AMS)
An AMS is a software platform designed specifically for insurance agencies to manage their operations. It helps agencies organize and streamline key business functions like policy management, claims tracking, and carrier communications.
- Industry-specific for insurance agencies
- Manages policies and renewals
- Handles claims processing
- Integrates with carrier systems
While both systems help manage relationships, an AMS is tailored to the specific needs of insurance agencies with features for policy management and carrier interactions, whereas a CRM has broader applications across industries for sales and customer engagement.
Account Management
Can I customize the CRM to fit my specific workflows?
Absolutely. We tailor each CRM to match your agency's operations and unique requirements. Our customization options allow you to configure fields, processes, reporting, and integrations to align with how your team works. This ensures the system supports your existing procedures while providing opportunities to optimize and streamline operations.
How long does the CRM implementation process typically take?
Implementation timelines vary based on complexity and customization needs, but most agencies can expect a 4-8 week process from kickoff to full deployment. Our implementation team works closely with you throughout to ensure a smooth transition.
Is training provided for new users?
Yes, comprehensive training is included with every CRM implementation. We offer both group and role-specific training sessions to ensure all team members are comfortable with the system and can maximize its benefits from day one.
Our Project Guarantee
Full Money-Back Option
Cancel at any point during the active project timeline and receive a complete refund.
Simple Requirements
Return all intellectual property and allow our team to restore your systems to their original state.
Timeline Limitations
Guarantee applies only during the active project period, not after completion.
Exclusions
Hourly work, post-project training, and system edits are not covered by this guarantee.
We stand behind our CRM implementation work with confidence. Our guarantee demonstrates our commitment to your satisfaction and project success.
Orders & Tracking
P&C Insurance Focus
Our solutions are tailored specifically for Property & Casualty insurance agencies. We understand your unique workflows and challenges.
Agency-Specific Solutions
We support agencies of all sizes, from independent startups to established multi-location firms.
Industry Partnerships
We work with leading CRM and AMS platforms to ensure seamless integration with your existing systems.
Guided Selection
Not sure which platform fits your needs? Our experts will recommend the ideal solution for your agency.
Account Management
Create or Update Your Account
Click "My Account" in the top navigation to create a new account or update your existing profile. Our secure system requires email verification for all new accounts.
Reset Your Password
Click "Forgot Password" on the login page. You'll receive an email with secure reset instructions within minutes. For security, links expire after 24 hours.
Manage Profile Information
Update your contact details, shipping addresses, and communication preferences in your account dashboard. All personal information is encrypted and stored securely.
Orders & Tracking
Place Your Order
Select your items, proceed to checkout, confirm your shipping address, choose your preferred payment method, and submit your order to receive confirmation.
Order Processing
Orders are verified and processed within 1-2 business days. You'll receive email notifications at each stage of the process, from confirmation to shipping.
Track Your Package
Access real-time tracking information through your account dashboard or via the tracking link in your shipping confirmation email. Updates are provided at every delivery milestone.
Products & Availability
Stock Status
Product pages display real-time inventory. Set up restock alerts for out-of-stock items by clicking "Notify Me" and entering your email address.
Product Options
Detailed sizing charts, color swatches, and material information are available on each product page. Our warranties range from 1-5 years depending on product category.
Additional Information
For specific product questions, click the "Ask About This Product" button on any product page. Our product specialists will respond within 24 hours.