BOD Agent
Transform Your Insurance Agency's Daily Workflow
ABOUT BOD Agent
Summit Software, Inc. has been a leading provider of insurance technology solutions since 2010. Our Beginning Of Day (BOD) Agent product is designed by insurance professionals for insurance professionals.
KEY BENEFITS
- Save hours of administrative work each day
- Reduce policy lapses due to missed communications
- Enhance professional image with clients
- Maintain consistent communication standards
- Track and manage all client interactions
- Increase agent productivity and satisfaction
- Visual email preview
CLIENT TESTIMONIALS
"The Customer Retention Solution transformed our agency's workflow. What used to take hours now takes minutes, allowing our agents to focus on building relationships rather than managing spreadsheets."
"Our retention rates improved by 23% in the first six months after implementing this solution. The automated email reminders have been a game-changer."
GET STARTED TODAY
Phone: (980) 406-1366
Email: contact@summitsoftwareconsulting.com
Web: https://summitsoftwareconsulting.com/bodagent.html
POLICY MANAGEMENT
The Customer Retention Solution transforms how insurance agencies manage their daily operations:
- Centralized Management of all policy-related tasks
- Automated Notifications for critical deadlines
- Custom Communication tailored to specific situations
- Efficiency Optimization for administrative tasks
- Improved Customer Retention through timely follow-ups
- Timestamp Tracking of all client communications
COMPREHENSIVE TRACKING
Our solution organizes all policy-related tasks into easy-to-manage categories:
BEGINNING OF DAY (BOD)
The BOD process is critical for insurance agencies. Our solution streamlines this workflow by:
- Automatically organizing critical policy events
- Highlighting time-sensitive tasks requiring attention
- Enabling quick sorting and filtering of policy todos
- Providing all necessary customer information at a glance
- Ability to download all category data
