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Prospects/Clients expect access to self-services saving all some time...

No matter the device, always with the same look and feel...

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Any Device, Anytime, Anywhere... Designed For The Agent

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eCompass...

With comprehensive dashboard and reporting, growth comes from saving time for both the agent and the client. Now work from anywhere, anytime, with real-time data with prospect/client self-service options. All mobile, real-time, one system truly does it all and does it right for both sales and service...

eCompass handles Commercial Packages with required sections integrated including unlimited schedules, Personal Lines, Life and Health and Specialty lines of business.

Integrated forms throughout including most common service forms (Applications, Certs, Binders, Property Evidence, ID cards just to name a few). Built-in cross-selling, text notifications, calendar, contacts, and client/prospect self-services, import/export data (csv/text format).

Special Needs?

Contacts us, there is so much power and flexiblity in our system we can just do it...Old legecy systems designed in the 60's, 70's or 80's have served their time, now it's time for better, faster, easier and only $20.00 a month... Oh, one more thing. If needed, it's multi-user too!

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