Customized Setup Allows You To Store Important Client Data

One of the big advantages of the Automate My Appointments Program is how customizable it truly is. The program comes standard with custom data points designed for the financial and insurance industry.  Store important policy information like carrier, policy values, issues dates, rider information and so much more! The best part of it all is that it can be completely customized to your practice so that you can store what’s most important in your business.