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Software for Insurance Agencies

Posted by on in Insurance 101
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Software for Insurance Agencies is cometimes complex and confusing. Here at The Policy Spot we take all of the confusion out of the equasion, and let you focus on what you do best ... serving your clients. When selecting an Agency Management System there is much to consider: Does this Agency Management System take Online Payments? Does it create Insurance Proposals? Does it create Branded Insurance Proposals using your own agencies templates? Can your insured pay via their insurance mobile phone app? At the Policy Spot we are using the most cutting edge technology in our Agency Management System and Insurance Proposal System. Please go to http://bit.ly/z7rkP4 for more information.


Always an entrepreneur I have been in business for myself since 8th grade when I sold candy out of my briefcase after school. During college I ran a successful website design company which focused on mobile and email delivery of entertainment. After releasing mobile and email street team projects with music icons such as U2 and Blues Traveler, I took my talents to the fast paced world of liquor advertising. After numerous successful high end campaigns for household brands like, Absolut, Crown Royal, and Jack Daniels, I was presented the opportunity to change paths and create a management system for a large MGA in California. True to my adventurous spirit, I moved to Orange County and dove head first into all the glitter and lights that is insurance!

Many years of creating insurance raters, management systems, and policy delivery platforms for large MGA's, finance companies, Risk Retention Groups, and Insurance Companies has given me a great look at the inner-workings of the insurance industry. Seeing the amount of software companies increase about 15,000% in the last few years I noticed how few actually understand what insurance people need. One EASY TO USE system to store and share docs and basic information about a policy. PolicySpot was born.

PolicySpot is my passion, and adding every usable feature for an insurance agent to bolster their customer service is my mission.


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Guest Wednesday, 23 May 2018