Agency Master automatically generates a comprehensive history of all policy changes made. This includes a picture of the screen with every change made, an attached note describing why the change was made, who made the change, and the time the change was made. This history provides an excellent audit trail for full accountability.
Amongst them the office supply stores offer you the most extensive options, with different types of quality and price alternatives available.
In addition, the history can be searched by policy and type, such as renewal or endorsement. If a policy is changed to a new company, you can still search through that policy’s entire history with all insurers.
For Example: In Trucking you may have Liability with 1 company and Physical damage with another. Maybe you changed company the last 3 years in a row for liability. If you filter to the latest company for liability, you can see the last 3 companies with all changes.