Insurance Campus.Org

The Insurance Industry Person-To-Person Networking Center

Samir Jallad
  • Winter Park, FL
  • United States
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Samir Jallad's Discussions

Agency Management Software
14 Replies

Started this discussion. Last reply by Chris Mullins Feb 12.

 

Samir Jallad's Page

Latest Activity

Samir: If you are still looking, I would love to hear more about what you are seeking. We are currently accepting beta candidate applications for VizAgent, which is a agency management system focused the needs of the independent agent. It's "softwa…
February 11
I highly recommend you check out this agency management software The software is called Traffic and allows you to maintain differing terms and conditions for different clients or jobs and supports companies with multiple divisions. Among some of his…
January 22
I have used several programs as well including Goldmine and GBS AgencyExpert. I'm now using Maximizer. I like Maximizer and it's very customizable. The problem is that it uses MS Outlook as its email client and I can't stand it. I'm now exploring se…
November 3, 2009
We have AMS 360 on line and find it well suited for our agebcy..the users group is very active and the annual conventions are well done and informative...
September 23, 2009
Check out DataTracker by dbCache.com at http://www.dbcache.com. It allows you to become totally paperless without a huge investment.
September 9, 2009
Hi Samir: I have used both Doris and Quickfile in my Independent agency here in Florida. I started with Quickfile and switched to Doris after a few years as Doris offerred stronger accounting features. In a very short time Quickfile added several Ac…
July 31, 2009
Have you or any one out there been running this program. I am looking at taking my current book and going out alone and I have this program, quickfile and easyApps as my top three picks for agency software. I can not find any reviews an the Aspire p…
July 22, 2009
Samir, I recommend you check out http://www.TomorrowIsHere.com. If you're looking for a system which is going to revolutionize the way insurance agents do business, you will find it there. The software is called Aspire insurance agency management s…
May 19, 2009

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At 7:33am on January 13, 2009, Walt Podgurski said…
Samir,

Thanks for joining Insurance Campus.org!

How to “Get Started” at Insurance Campus.org

Insurance Campus.org now has almost 600 members from 15 countries and I want to personally thank you for your interest. The medium is new to us and we are going through a bit of a learning curve on how to make this a tremendous networking and communication tool for everyone. We have started a “Tips for using Insurance Campus.org” help list that you can access by clicking the “Forum” tab at the top of the page. We will be adding topics and it currently has information on:

- How to “Get Started” at Insurance Campus.org
- How to change the “theme” on your home page
- What is the URL of my Insurance Campus.org Home Page?
- What to do if your picture is not displaying properly.
- Using the search bar
- Starting a Forum Discussion
- Starting your own Group
- Adding a Photo to your page.
- What countries have one or more members at Insurance Campus.org?
- Privacy & How To Send A Private Message To Another Member Of Insurance Campus.org
- Every Tuesday is “Make A Friend Tuesday” at Insurance Campus.org

We will try not to broadcast too many messages to the entire group, but we wanted to let you know where to start for assistance. The “power” of this site is the user-generated nature of the content and we look forward to see how the members control it.

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The best way to get started may be to use the search bar located in the upper right corner. Type in an area of interest and everything related to that topic will be listed for you.

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Every Tuesday is “Make A Friend Tuesday” at Insurance Campus.org

You can use the search box located in the upper right corner to type in whatever keyword you want to help find people with a common affinity (see new profile questions below); it could be an area of business interest, a country, or even be an area of personal interest.

“At the end of a year, if you do nothing but make one new relationship each Tuesday, you will expand your network by 52 insurance professionals, and by the multiple of all their business relationship contacts as well.

“By establishing Tuesdays as Make A Friend day, it reduces some of the reluctance to reach out to somebody where there has been no previous introduction. If nothing else, there is the common affinity of being a member of Insurance Campus.org.” Of course you don’t have to wait until Tuesdays to reach out and make new friends with someone you don’t know.

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Here is some information about privacy and sending private messages.

No information appears on any member’s page, except what they put there and the e-mail address used to register is never shown.

If a person wants to send a private message to another member, there is a send a message icon in the left column right next to the envelope icon. This will send a private e-mail to the other member, but does not reveal the actual e-mail address it is being sent to. Nobody knows that you sent an e-mail or what the e-mail says except you, the recipient, and whatever service handles your e-mail technology.

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We are working to make Insurance Campus.org the largest insurance networking site on the Internet. It may take a short time to completely populate the site applications and groups, but we think you will see the vision and potential of the site immediately.

Let us know if we can be of any assistance.

Walt Podgurski

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LSJ Insurance
President

Samir Jallad's Blog

Samir Jallad

Agency Management Software Systems

I am starting a new all lines insurance agency. I have been reviewing agency management systems. I am interested in software that is easy reliable and web enabled. I want to start the agency with complete paperless envirnoment utilizing the web for almost all activities. your comments and recommendations will be appreciated.
Thanks,
Samir Jallad

Posted on January 15, 2009 at 11:39am —

 
 

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