Powerful Management Tools for Insurance Agencies and Agents
Log-In to the Agency/Agent Toolbox securely and have access to your membership product plus several ancillary products for Reports, Resources and Marketing.
Get Instant Online Term Quotes from the Major Carriers. We combine the accuracy of CompuLife's term insurance database with the power of our custom interface and advanced web servers to provide you one of the fastest and most customizable term quoting services available anywhere. We can fully customize your web pages to take advantage of website forms and client services.
We have been serving the Insurance Industry since 1998 providing services and secure dedicated servers. These servers are now Cloud-based and capable of rapid expansion to meet the changing needs of Internet-based services.
We will build you a dedicated cloud-based platform for your agency and give each agent their own personal website to market themselves and service clients. With our easy-to-use on-line interface, you can track each case, and simplify paper work with the digital form library.
The Agency Administrator has both an Office Owner/Staff secure area and an Agent/Producer secure area, which includes all the features in the Agent Toolbox. The Owner/Staff area has access to ALL information within your Agency Platform as well as reports and other services the Agent/Producer level does not allow.
Your Secure Access will allow you to;
ClientTrack© is one of the core modules in the suite of products for Insurance Agencies. Not only does it interface with the popular CaseTrack, it can also be used as a stand-alone module.
CaseTrack© is another module in the suite of products for Insurance Agencies. CaseTrack interfaces with the ClientTrack module or it can be used as a stand-alone product. CaseTrack is designed to manage the progress of tracking a client’s case through the various stages of underwriting. It provides an area to store notes and comments and the responsibility for who will complete certain portions of the underwriting requirements, providing notices when an action is needed.
CaseTrack is insurance type independent; you can use the service for all types of insurance including Life, Health, Causality, and other portfolio items. It is designed to work without carrier control, which is often unreliable or redundant.
Like the ClientTrack system, it is simple to use. CaseTrack has an Agency Management side and an agent user side. CaseTrack is agent specific and through their agent login, they can see the progress as well as interface with the case requirements assigned to them. Automatically you and the agent will be notified of Follow-Up Dates, and important changes to the case.
The Rate Quote uses data provided by Compulife®, the leading resource for Term Insurance rates, covering nearly every major insurance carrier with term coverage.
Get online term quotes using your selected companies. We combine the accuracy of CompuLife's term insurance database with the power of our custom interface and advanced web servers to provide you one of the fastest and most customizable term quoting services available anywhere. We can fully customize your web pages to take advantage of website forms and client services.
Instant Term Life Quotes: Featuring CompuLife's term rate engine, we can customize the display of term rates. Add an application request button, change the look and feel of the results page, add your own logos, and even re-run the quotes with a different set of carriers without re-entering the potential insured's information.
Health Analyzer Calculator: Each life insurance company establishes its own health and lifestyle requirements to determine what premiums a person may qualify for. This easy to use online tool will help your agent determine health/life-style issues which may disqualify their client for a company's preferred health premiums which might be acceptable to obtain from other companies. This will assist your agent to give their clients better guidance.
Income Replacement Calculator: Online calculation tool that shows the amount the clients family will need in the event that there is a loss of income of breadwinner.
Retirement Calculator: Online calculation tool to show the savings required for client to reach their retirement goal.
Access your selected carriers' forms to email or download directly as you create quotes for your client prospects.
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With JohnsonServices & Companies as your web hosting company, you get a lot more than conventional web hosting. Contact us with your specific needs. You can get ahead of the competition by coming on-board with JohnsonServices. Why pay thousands for extra features when you can have the best for a minimal investment.