Agency Management System
Single set-up and management of all producers: All agency data is captured in one single entry point, provides breadth of data for general and independent agents, controls access to all modernLINK systems.
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Multi-level business structure: Accurate reflection of business affiliations in hierarchy including contract holder, sub-producing organization, licensed producer, processor, and profile administrator.
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Role-based security profiles: Each profile contains pre-assigned privileges that control access to specific functions.
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Agency Data Conversion: Agents need only keep the system up to date. From there, modernLINK will handle agency information conversions automatically.
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Client sub-system: modernLINK is client-centric. Clients can include a person, business, agency, agent, applicant, contract holder, insured, etc. When you add a new record, modernLINK automatically searches the client database. If it finds a match, the client information can be added with a single click.