You can use Amplo to manage your independent insurance agency operations across client servicing, market placements, and back-office accounting. The system unites policy submissions, certificates, claims, and renewals on a single client record, removing the need to re-enter information across disjointed tools. It handles workflows from initial prospect discovery and policy binding to ongoing policy servicing. Agency staff can track carrier commissions, manage compliance and producer licensing, and transition existing historical records or acquired books of business without manual data reconstruction.
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