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Agents Aide was designed with the Independent Insurance Agent in mind. The program has ability to track all of your customer's pertinent information such as name, address, phones, marital status, birth date as well as several customizable fields.

You can keep track of multiple policies for each client including a history of canceled policies. Other features include sales reports for the current year or any previous year, find any client record or policy instantly and much more.

With the Agents Aide keeping track of every policy and commission owed to you including renewal commissions you will always know what to expect on your next commission statement and catch those missed payments.

This download is the free trial version of Agents Aide. The full version can be purchased directly from the author for around $249.00 USD. See program documentation for details.