01 / Agency follow-through
Clients and policies
Maintain client records, policy dates, documents, and notes in your agency workspace. These are records maintained in AgencyOver, not an automatically synchronized copy of your AMS.
Agency follow-through
Keep clients, policies, and tasks connected.
Supporting workflows for the work that happens after a question is answered.
02 / Agency follow-through
Shared tasks
Assign follow-up, track status on the agency’s task board, and link work to clients. Teams can customize board columns to match their process.
03 / Agency follow-through
Carrier directory and resources
Keep agency carrier information, portal links, and selected resources together. Admins configure what is available in the workspace.
04 / Agency follow-through
Start with the smallest useful scope
If your AMS already handles client records well, begin with document questions and the agreed follow-up workflow. We decide together what belongs in each system.
One workspace for agency knowledge and everyday follow-up.
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A shared workspace.
A clearer agency day.
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