The Desktop CSR Agency Management System by Agency AutomationTEAM, Inc.

The Desktop CSR Client &

Policy Management System

Brought To You by Agency AutomationTEAM, Inc.

The TIME Agency Management System - Taking Agency Automation To a New Level Picking Up where The Desktop CSR Leaves Off

Agency AutomationTEAM, Inc. - Corporate Website

About Our Insurance Agency Management Systems - Scroll Down To "Time Is Money..."

Planned Release Date (Window)

The First System Designed By Insurance Automation Consultants ... Introducing The Desktop CSR Agency Management System!

Check Out This Introductory Pricing ...

A Single User Starts At Only $1595 Plus $85 per Month Making The Desktop CSR One of The Lowest Priced Systems On The Market!

When it comes to agency automation, it all starts with taking care of your clients and servicing their policies. This is the foundational piece to any management system! And that's what the Desktop CSR is all about ... servicing and managing your clients and their policies.

The Desktop CSR is loaded with features. And having been built from the ground floor up to allow your staff to massively increase their productivity, that means servicing more clients and policies each day and getting your work done much faster!

To see a list of the many features available in the Desktop CSR, read our "Management System Overview" page (takes you to company website, scroll down to "Time is Money..."). As you'll see, it's got the features and tools you need to get the job done.

To summarize the Desktop CSR , it will offer you ...

	The Desktop CSR provides you with the tools and automation you need to offer quick and superior service, along with being built from the ground floor up to massively increase your productivity.
	The Desktop CSR will include the primary Hubs needed to service your clients and their policies along with handling your agency's accounting. Listed below is the Hubs available in the Desktop CSR ...

The Carrier, Staff and Vendor Hubs will not offer the full management features the TIME system will since those features are exclusive features other systems just don't offer.

Even though the Desktop CSR will not have the Marketing Hub which takes insurance agency marketing to a whole new level and more effectively automates it, it will offer basic marketing which is still better than what you'd see in other systems on the market.

	The Desktop CSR will include all but one Service Tool the TIME System will have (campaigns). As you can see by the image of the Service Tools the Desktop CSR will have to the right, you'll have all of the tools you'll need to provide your clients with an exceptionally high level of service.
	The Desktop CSR will offer Company downloading with both Personal Lines (v.1.0) and Commercial Lines (v.1.0), and it'll offer Commission downloading (v.1.5).
	We planned for Data Conversions from day 1. If you're coming from another system and need the data converted, we can do it.
	You can open up unlimited Client Records and Policies at the same time!!
	For quick access of information, you have locations, drivers and vehicles readily available without having to open up the policy.

What's exciting about what we've done with Desktop CSR for the growing agency is we've provided you with a product much like the other systems on the market where the focus is on managing your clients and their policies. The difference is we brought many features to the 21st century, further automated the system and created a common-sense workflow in the system.

Insurance Agencies Only: Learn More About Our Products & Services ...

Learn how a system designed by insurance automation consultants will more effectively get the job done for you and your agency. Just fill out the fields below and click the button below.

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Best Email Address:

First Name:

Last Name:

Agency Name:

Address:

City, State and Zip:

Phone:

Current System:

Users:

Plan To Purchase In The Next Months

What else would you like to share with us:

We will be allowing up to 40 agencies to BETA test our management systems starting with the Desktop CSR. These agencies will be offered a significant discount on the system. Would you be interested in being a BETA agency?

Yes: No:

* Incomplete information cannot be processed.

Then we kept the price low so you could afford to purchase a management system with high-end and advanced features. You won't ever have to settle for a low-end system again because it's lower in price! We clearly understand how little profits the smaller agency has and we want to be a system all agencies can benefit from.

Finally, as you grow and your needs increase you can choose to upgrade to our TIME System. But, upgrading from the Desktop CSR to the TIME System is unlike any upgrade that's ever taken place in this industry before, which I'm about to explain to you. Before I do, you'll also be excited to know there's NO down time when converting! Here's why...

Moving from our Desktop CSR to our TIME System is a seamless operation and does not require a data conversion because they share the same SQL tables.
In addition, because the layout is very close between the two systems (other than the TIME System offering new features), you won't be faced with a new learning curve ... you'll just continue on like you did with the Desktop CSR. The only thing that changes is the new features you now have.

Putting these pieces in place and giving you this kind of upgradability came about because our focus is on you. Isn't this the kind of upgradability you want ... No down time, no data conversion and no new learning curve? If you had to describe the perfect upgrade going from one system to another, wouldn't this be it?

This also greatly reduces your risk to purchasing an agency management system...

First, the Desktop CSR price is one of the lowest of all systems available ... it's our mission to provide quality automation to insurance agencies without breaking your bank.

Remember, we've been working with agencies for 20 years and understand very well your growth cycle, how your profits are affected, how profits margins are affected and change, how your needs change as you grow and much more.

Add to this, you can start out with a lower cost yet very powerful client and policy management system upfront -- our Desktop CSR -- and as your budget allows [and as your profits increase which they will when your agency become more productive], you can upgrade to the TIME System without any down time, without the high data conversion cost for a full detail data conversion and you don't need to spend thousands of dollars on training courses to learn a new product because the layout and workflows are the same.

We're on your side. That's why we designed these systems and created this company... to provide you with the automation you need, training to use them very proficiently, support to make sure you're taken care of and to serve you and to do all of this as cost effectively as we can for you.

Talk to us and get the rest of the story. We believe you'll also find us to be the kind of company you want to do business with!

Want More Information?

Go to our main company website at www.AgencyAutomationTEAM.com where you can get more information and access our company blog where we offer a lot more information about agency automation.

In addition, our contact information and phone #'s are at our main website.

Contacting Us: The best method today to reach us at info@agencyateam.com. Please allow 48 hours for a reply.

You can also call 888-474-4882. However, we will not be returning inquiry calls on the product until after General Release. If you leave your email address we'll reply to your phone message. Please understand, we are working incredibly long hours preparing for General Release.