ClientElite is designed specifically for insurance agencies providing complete client profile and policy management with an exclusive timeline builder for claims.
 |
|
|
|
|
|
|
|
|
Track claims by date and time. Attach documents and photos pertaining to the claim.
Click here for details.
Click here for details.
ClientElite gives your agents instant access to the information needed to build relationships and provide outstanding service to your clients. ClientElite includes a detailed client database maintaining and tracking your contacts, managing claims and keeping track of your schedule.
