PapeFree Insurance Agent is insurance agent management system that helps small and mid-size businesses lead to 10x growth.

     

Get the whole picture for your with a single platform for seamless data and information flow. PaperFree Insurance Agent is an advanced Business Management Software that melds together all sales channels, employee goals, and business strategies in one system.  Paperfree Insurance Agent gives you the power to increase productivity without increasing headcount.

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Why PaperFree insurance agent management system

PaperFree enables you to conduct sales, collaborate with teams, and manage documents in your Insurance Agent business. The goal is to help you and your organization connect directly to client needs without needing a middleman. It's simple to customize, use, and manage.

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Main insurance agent management system features at glance

 

Features help you control the growth

• 360' Financial, Sales, Inventory Overview
• All Bank Transactions on one screen
• Unlimited storage for your files and documents
• Billing: invoices, electronic claims, credit cards
• Appointment reminders to reduce no-shows: voice, text, email
• Reports for better decisions - billing, retention, demographics, and more

Grow your Insurance Agent market share

• One-click insurance software for agents Marketplaces placement.  
• Drive traffic from Craigslist to your Insurance Agent website. PaperFree Market allows you to post ads on Craigslist and receive free insurance software for agents targeted local leads and increased sales at no additional cost.
• Customized coupon template designs tailored for your insurance software for agents industry.
• Filter-Based Advanced Inventory Posting.
• Social insurance software for agents Marketing. Our PaperFree to Facebook Connector delivers real-time products to your Insurance Agent business fan page. Facebook is the fastest-growing social media platform, with over 500 million users; your insurance software for agents presence on the world's most popular social network is crucial. Our PaperFree Inventory to Facebook Application publishes your insurance software for agents product listings in real-time. 

Digitize Paper Flow and Reduce operational costs

Never Handwrite Another Form! Wouldn’t you like to reduce the time and money wasted on forms? PaperFree is designed with a focus on access to information at your fingertips and cost savings from every corner. Your team can complete paperwork from any Internet device and email/fax customer paperwork with a click.

• Print any form from anywhere.
• Secure Paperwork.
• Generate forms in PDF format that are uneditable and transfer forms over the internet using SSL encryption.
• Make Insurance Agent Custom Forms. Most of our forms are digitalized. However, if you need custom forms, we will create them for you.

Simplify Sales Process

Complete sales paperwork in less than 5 minutes. Select a contract, select a customer, select a product, and let PaperFree do the rest for you.

Reports and analysis

STOP guessing about your business's health and be certain of your Insurance Agent performance. In today's dynamic market, critical data analysis is an integral piece of insurance software for agents business intelligence for sound decision making. PaperFree insurance agent management system offers many key reports to support your Insurance Agent objectives.

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Reviews

"Our productivity has increased up to 65% as was promised after we moved to the best insurance agent management system from PaperFree." Mark, Interactive Insurance Agent

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Pricing

Revenue model. We are much more than just an IT company. To deliver the extra value, we are willing to share IT deployment risks with you – when you make money, we make money.

Monthly fee. If your company has more than 100 users, we are open to discussing special pricing, customization, and extended services.

What's New in PaperFree insurance agent management system

3.3.7:
+ Minor bug fixes
3.3.6:
+ Minor bug fixes
3.3.5:
+ Minor bug fixes
3.3.4:
+ New Insurance Agent workflow