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Need a web base customer management system for a insurance agents. Need to track clients Due dates, cancellations, insurance premium, Carrier, Agency application fee, phone numbers and address. The system will have agents who input data and the master account will have acccess to all the date which generates pie graph / bar graph, and analysis simple data according to dates. (Total Renewals, Total Premium etc) Also web base will have a punch clock for employes to log in and out. Oveall it is an insurance agency management system for insurance agencies which also enable storage of data for clients. Please visit agencymatrix.com for example.
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