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Insurance Sales Tracking 1.3
With sales tracking You can keep track of Sales, Commission Checks, Clients Balances, Documents with Auto-Attach feature, scan it and dont worry about it!, Clients Files, And you`ll be able to: Print clients receipts. Virtually print anything into Sales Tracking and attach it!. Apply clients payments (promissory notes). See where your business going by percentage to companies and agent and more!. Integrate with FSC. Integrate with Quickbooks (for accounting). Generate Reports and views. Distribute Tasks to the agents.
| Updated: | 2011-08-10 |
| License: | 25.00$ |
| Publisher: | Smadi Softwares LLC |
| Size: | 29.7 Mb |
| Require: | |
| System: | WinXP |
| Language: | English |
scanning 2 3 4 5 6
insurance sales tracking 2 3
auto attach 2 3 4 5 6
insurance cms 2 3 4 5 6
document management 2 3 4 5 6
- Sales Tracking is an internal management software for insurance agencies, to keep track of receipts, clients and documents. See Key Features for details Sales Tracking is CMS that shows the data from Sales Point of view rather than customer point of view, for example it will be very helpfull for managers and business owners since it shows all data based on sales numbers and its ratios between the offices and agents Sales Tracking allow the agent
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