A software tool to maintain contact information of all business associates including brokers, producers, carriers, managing general underwriters, groups and vendors.

Communicate

Keep contact information convenient for communicating via letter, phone call or E-mail:

  • Maintain company address, phone numbers, web address and business category.
  • Maintain contact address, phone numbers, e-mail address and departments.
  • E-mail directly with contacts from Contact Management.
  • Query for business associates by category and state for quick analysis and reporting.

Integration

Contact Management integrates with Request for Proposal and Claim Reporting and Recovery for instant access and communication.

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