Welcome to The General Agency
Client Management System
Access your clients benefit information anytime, anywhere!
As an Agent, your clients rely on you for information, and information drives your business. Within seconds, you can answer your clients most common policy questions saving you valuable time.
As your agency grows, it is important to track your clients, x-dates and new client information. This on-line system will allow you to:
Track renewal dates for both current and potential customers
Store important documents
Sort your client data based on product, carrier and effective date
Store insurance company contact numbers, lines of coverage and more
The system is free to our agents and registered users.