We Have a 100% Customer Satisfaction For The Policy Analyzer!  Agency's That Have Purchased It Love It! 

 

The Policy Analyzer Is An Advanced Report Writer and Policy Analyzing Program.  You'll Now Know Exactly What's Going On In Your Agency and With Your Clients, Producers, CSRs and Companies.  Plus, Your Reports Will Be More Accurate.

From That Knowledge You'll Have The Road Map to Fix Problems, Make Important Business Decisions and Increase Your Volume Exponentially in Numerous Different Ways!  You'll Gain An Additional Tool That Will Be Instrumental in Helping You Create a More Profitable Agency!

Message From Policy Analyzer Developer Bradley Chesnut:

I'm very excited to offer you such a powerful program that complements your management system so well.  The Policy Analyzer takes policy and client reporting and profiling to a whole new level!  Finally, you will get the exact reports you need for your agency.  Whether you're just trying to analyze your book of business, do management reports of your producers, find sales opportunities, or you just want to create a report based upon specific parameters, the Policy Analyzer will do it! 

Because you've been limited in your management system to the type of reports you can create, initially you may not appreciate everything the Policy Analyzer can do for you.  However, I guarantee you with a 60 day no questions asked money back guarantee that once you use the Policy Analyzer and start realizing how strategic you can get in your reports and how much more information you can gain about your agency, clients, book of business and producers you'll be very glad you have the Policy Analyzer to run your client and policy reports from!

To make using the Policy Analyzer very simple, it pulls your data from your agency management system with the click of a single button.  NO RE-ENTERING

INFORMATION!  Within minutes you'll have your clients and their policies in the Policy Analyzer.  Now you can analyze your book of business and clients, run very specific reports, see who's doing what or not getting the job done, and much more.  You'll be so impressed with the incredible flexibility you'll have to create the exact reports you want and all of the ways you can define the report parameters you'll never run reports in your management system again!

~ What's New ~

6/10/07 - The Prospect Manager has been added as an add-on to the Policy Analyzer.  Never again will prospects, leads or sales opportunities slip through your fingers again.

12/18/06 - A powerful cross-selling feature has been added.  A report to show the ratio of policies to clients has also been added.

12/14/06 - Broadcast and individual faxing has been added to provide an additional way to correspond with your prospects and customers. 

11/1/06 - Development is under way for a new automation system for insurance agencies, the Sales Assistant.

9/6/06 - V.2.0.4 Released.  This release adds the ability to silently import your data, 1 button import, a new report and a number of other changes.

9/1/06 - After a year of development, the Policy Analyzer is now available for general release for InStar users.

 

There's More To The Policy Analyzer than Just

 Advanced Reporting

 

When the Policy Analyzer was in its infancy stage being built as a very advanced report, profiling, statistical program, we didn't even considered the many additional advantages available to you by being able to pull your clients and policies into the Policy Analyzer.  Then one day it hit us!  We realized by being able to capture your client and policy data it opened up even more opportunities and options for this program.  So we asked ourselves, "What other ways would an agency want to use his data?"

 

It was from this question the Policy Analyzer started to evolve.  Now you can also add to the Policy Analyzer a very advanced and easy to use MS Word integration (letters, envelopes, marketing, forms, etc.) and the ability to do mass emailing with the Email Manager.  Both tools will integrate client and policy information so the email or letter are completely personalized to the recipient.  Both also allow you to email or print for just the current person or for all records in the query or filter.  To learn more about these two very powerful add-on's, click here.

 

To order the Policy Analyzer or if you have any additional questions call 888-474-7895 or send an email to sales@policyanalyzer.com and we'll call you.

 

 

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