Manage Clients – Secure Placements – Robust Reporting
ClientAccessWeb, Applied Innovation’s flagship software solution gives your agency the tools to control time and expenses. Streamline your business by automating workflow between agency and clients. Hosted in our private cloud, communicate with your clients via secure messaging, receive new account placements with customizable templates or bulk upload. Provide your clients with interactive account inquiry screens and on-demand reporting tools. Allow your clients to manage themselves.
Allow clients to meet their own demands.
Default and custom reporting options available. Create custom reports specific to your clients’ needs that they can run on-demand. Data rich reports can be converted to statistical reporting instantly. Drill down on a statistic to access that specific data. Reporting is fast and flexible, easier and faster than pulling data from your collection software. Whatever your client requirements, you or they can create and save a report for later use. Save your time. Save your clients time.
Increase sales and client satisfaction by implementing ClientAccessWeb.
Interactive Account Inquiry
Robust Custom Reporting
Receive New Placements Securely
Compliant Client Communications
Client Online Activity Reports
Increased Sales and Client Retention
Want to learn more about how ClientAccessWeb can help your agency?