Want a paperless office? Agency Master’s powerful document management module will give you what you need. Simply pull up a client in Agency Master and view all their documents. With our global word search, you can find any document instantly by typing any wording. For example, you are auditing a client for a loss and you want to find a document stored on 02/23/2017, you can start typing and instantly see the document.
Drag & Drop
Drag and drop any PDF into our floating box on your desktop and within seconds, have that PDF in the cloud attached to a client.
SCANNING
You can scan all your paper insurance forms and incoming mail and store them immediately into a clients file. ADAM lets you instantly pull up all of a client’s documents or access documents by many other criteria. Key features of this easy-to-use program include: