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.

Texas, South Carolina, Tennessee, Indiana New Jersey, Pennsylvania and Ohio