Today in the insurance world, agents are looking for tools to better serve their clients, obtain product information, and create sales opportunities while efficiently running their practices. Agent Workbench is the tool that enables you to meet these goals.

Our Agent Workbench software helps you manage your clients, create sales opportunities with a comprehensive and educational long-term care sales presentation while actively pursuing new and existing clients and cross selling opportunities. It also allows agents to manage their practice independently and at the same time provides a link to communicate with independent insurance companies in the form of correspondence, quotes, quoting software and leads. With IAS, software managers can also oversee agent status allowing production tracking, shared data, and compliance reporting.

Agent Workbench was created specifically for the Long-Term Care Industry and enables you to manage your customers with efficiency and ease, increasing your sales and marketing opportunities

Agent Workbench creates Long-Term Care Sales presentations and handles Customer Relationship Management

It manages quotes, underwriting guidelines, and lead generation for agents

Agent Workbench is the ultimate management tool

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