In December of 2004 AES Group created a program for an Insurance agent in central Missouri that allowed that agent to track his entire customer base fast and easy. This included auto, home, and health insurance. This gave his employees quick access to all their records that are needed on a daily basis. Now they can enter new clients, new family members, and notes for those clients and family members, new products for those individuals, and ticklers or reminders for those individuals. We also gave them the ability to print reports for those clients and find items that are needed.

Insurance Client Manger© greatly improved the agent’s efficiency to:

Service his existing client base

Sort his current client history

Track potential new clients

Improved scheduling of his time and his employee’s time so that they could sell more products to new customers.

Since then AES Group modified that product to accept scanned documents and the ability to index those documents and search for them. In early 2006 AES Group has improved Insurance Client Manger© even more and has given the software the ability to be accessed from a local database or even better, a remote database.

Insurance Client Manager^© Capabilities

Customer Database

Family Members

Notes

Products

Ticklers (Reminders)

Search Customers

Web Interface

Document Imaging

Calendar

Reports

View History

View Trends

View

AES Group has the experience and the ability to create excellent software and is able to give great support to its existing customers in more than 8 states throughout the United States.

Main

Clients

Statistical Reports