• When you receive a message in Outlook from anyone, simply drag & drop that message into our add-on icon inside Outlook and save to the client in the cue or any other client in Agency Master, all in under 5 seconds!
  • Drag any attachments directly into a client in seconds
  • Easily send any attached saved documents to any Insurance Company, Client, Prospect, and General Agents saved in Agency Master like New Business applications, Change Requests, Renewals, Certificates, ID-Cards, Binders, Company specific fillable forms, MVR’s, Loss Runs, etc.
  • View all emails sent from Agency Master to Outlook including ability to view all attachments; subject matter, and body of letter