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
