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Information for General Agents

The majority of our users are general agents. More than twenty years of experience in your industry has given us an excellent understanding of your environment and we are anxious to become involved in your plans to enhance your software systems.

Our software has many features that will help you provide better service to your producers. For example, your agents will have instant access to their accounts simply by logging into your web site. Furthermore, while at your web site, they can post payments, run production and cancellation reports and create new quotes or retrieve existing quotes, including the printing of plain paper finance agreements and coupon books or invoices.

The reporting capabilities of WinFM^TM includes the selection of agents by state and includes the exportation of reports to email, fax or Excel.

Other features of WinFM^TM that will decrease your labor costs include the importation of new accounts and/or payments.

Please give us the opportunity to discuss your present situation with you. What are your plans for growth? How can we interact with your GA software?