Insurance Sales Tracking 1.3
With sales tracking You can keep track of Sales, Commission Checks, Clients Balances, Documents with Auto-Attach feature, scan it and dont worry about it!, Clients Files, And you'll be able to: Print clients receipts. Virtually print anything into Sales Tracking and attach it!. Apply clients payments (promissory notes). See where your business going by percentage to companies and agent and more!. Integrate with FSC. Integrate with Quickbooks (for accounting). Generate Reports and views. Distribute Tasks to the agents.