Organizations & Agencies

The same functionality that you have available for your agents and their licenses is also there for your corporate licenses and certificates. Use this to track the branch offices or agencies that comprise your company. You can also create records for call centers or customer service centers easily. When you link an agent to their agency, that link is also visible in the Organization side. So, with a single click, you can view the entire staff of any of your agencies.

Address

Stores the address information for the agency. In addition, a mailing address is available, in cases where all mail goes to a post office box or other mail center.

People

All of the agents whose records have been assigned to the agency are visible on a single screen. Remove (unassign) an agent using the Organization view, or switch to their agent record.

Licenses

Just like agents, agencies are required to carry licenses in many states. Track those licenses, as well as the lines, appointments, and appointed lines on each license. The reporting system can then tell you well in advance of any upcoming renewals or other requirements for these licenses. If you have recorded the designated officers for the agency, their name appears within the record for the license. This is an important piece of data to many states.

To learn more about any of the features of our CRATCHIT-NET Software, click the corresponding link in the panel below.