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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

This software system for agency management, marketing, and tracking is tailored to help independent agents and agencies operate more effectively by implementing industry best practices. Initially, it operates in an administration mode, where the administrator, after logging in, undertakes a setup procedure that includes adding details about agents, information about carriers, sources of leads, and the letters for drip campaigns. Furthermore, the administrator can enter commission details for both groups and individuals, craft and upload personalized letters, and establish accounts for all group and individual clients associated with each agent. The software also enables the administrator to conduct queries based on various criteria, including carrier, lead source, type of lead, and agent. Additionally, it provides the capability to generate comprehensive reports that highlight performance metrics, such as the ratio of successful sales to unresponsive leads and the number of sales compared to callback attempts, thus enhancing the overall strategic decision-making process.

Description

Policy Administration Solutions stands as your go-to expert in both insurance and technology. Tailored for the modern challenges within the insurance industry, our automation solutions enhance your business processes, offering you a significant edge over the competition. Established in 1996, we focus on cutting-edge automation solutions designed for insurance carriers, sureties, and prominent Managing General Agents (MGAs). Our straightforward mission is to equip your organization with the essential technology that enables you to meet your objectives with greater efficiency and lower costs. At PAS, we take pride in fostering a culture rooted in honesty and integrity. Our unique position stems from our vast experience in both technology and the insurance sector. By working in partnership, our adept team of specialists employs meticulous planning and exceptional execution in every automation initiative. Our stable and scalable solutions are built on reliable products from industry leaders such as IBM, Oracle, and Microsoft. By continuously innovating and adapting to the needs of our clients, we strive to remain at the forefront of the insurance technology landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Business Assistant

Founded

2007

Country

United States

Website

www.LTSPro.com

Vendor Details

Company Name

Policy Administration Solutions

Website

www.pasolutions.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Alternatives

Alternatives

Verity Reviews

Verity

VRC Insurance Systems