Agency Advantage is an agency management software designed to help businesses streamline customer retention and boost sales, profit and renewals. Key features include document management, quotes/estimates, claims management, cancellation tracking and contact management. Teams using Agency Advantage can create marketing campaigns to round their accounts, manage the operational and trust accounts with Quickbooks integration, send text messages to individual clients and generate comparative ratings by integrating the platform with various rating applications. Additionally, users can scan documents, photos and other items to the customers' folders, which can be saved for future reference. Agency Advantage offers a complete diary system that allows agents to follow up on ...