A software tool to maintain contact information of all business associates including brokers, producers, carriers, managing general underwriters, groups and vendors.

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Keep contact information convenient for communicating via letter, phone call or E-mail:

  • Maintain company address, phone numbers, web address and business category.
  • Maintain contact address, phone numbers, e-mail address and departments.
  • E-mail directly with contacts from Contact Management.
  • Query for business associates by category and state for quick analysis and reporting.


Contact Management integrates with Request for Proposal and Claim Reporting and Recovery for instant access and communication.

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