AGEman work office support

Here are the different services AGEman offers to simplify your office work! We can even make personalized service for specific needs! For more information, please contact our technical supports. Our professionals take the time to understand your needs and answer all your questions.

Product update with commission schedule

Service 1

 Maintenance of insurers’ commission schedule.

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Every month we update the products that have been imported into your database. We add new products, new commission rate and we finished products that are no longer on the market at the date of termination provided. We ask the cooperation of our customers to help us get the commission schedules as soon as possible.

Fees

$250 / month

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.
For a single update additional charges apply if we need to do a merger or removing of products.

Service 2

Import of products and associations.

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The products are updated with their latest rates on the bases of commission that were provided to us by our customers. Products that you have already created will be merged with the new.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.
There should be a minimum of 4 hours.

Insurance Forms

Service 1

 PDF Forms insurers on the Portal.

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This tool will allow you to offer nearly 6000 insurers’ forms with your insurance advisors. This database shared with participating AGEman agencies is updated by our team.

Fees

Package without subscription AGEman available upon request.
Prices tailored to your Office AGEman subscription.

Terms and Conditions

Prices subject to change without notice.
In no event AGEman guarantee that the service will meet all the needs of service users, and in particular, they will find everything they are looking for.
In no event AGEman cannot be held responsible for the results obtained by service users or their accuracy or precision.
Also note that we make every effort to keep our centralized database up to date, but we cannot guarantee that it is at all times.

Baseline Data

Service 1

Creation of templates: files, tasks, emails

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We make an import of a template database: files, tasks, and also emails that can be subsequently tailored to your needs.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.
There should be a minimum of 1 hour.

Service 2

Creating merge documents.

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We make merge document templates that will be populated with the available information of your database.

Fees

$65/ Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 3

Import cities/ states name.

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We import an existing database that will provide you a list of available cities (9300 cities).

Fees

$65/ Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 4

Creating a list of useful links.

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We create a list of useful links in your AGEman as http links that take you directly to a website. You can also provide the list of sites you want. Useful links are available to advisors in your AGEman Portal.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 5

Classification of scanned files.

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We perform the classification of scanned documents in various sections with a ranking method that will be easy to use.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 6

Merger of clients.

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We perform merging of duplicates of clients in the database.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 7

Verification of errors reports.

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We verify error reports and we correct them. For example: customer records in duplicate. Several other checks can be made ​​according to your needs.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Applications and services

Service 1

 Application entry.

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Applications are scanned and store in AGEman’s database as an attachment for safety and reference purpose. Data entry will be done with the information provided.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 2

Creation of inforce policy from a file.

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We perform data entry of inforce policies that are not in your AGEman database. We use the file that the insurer can provide you on request. Entry is made with the information available in the file as holder, insured, plan, payment, coverage, inforce date, etc.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 3

 Correction of data entry problems.

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We make the correction of cashing that does not balance because of some problems: data entry, calculations, products, understanding, etc.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Compensation

Service 1

Cashing processing.

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Cashing documents are scanned and store in AGEman’s database as an attachment for safety and reference purpose. Data entry will be done with the information provided.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 2

Pay processing.

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Inforce policies are scanned and store in AGEman’s database as an attachment for safety and reference purpose. Data entry will be done with the information provided.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 3

Correction of data entry problems.

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We make the correction of cashing that does not balance because of some problems: data entry, calculations, products, understanding, etc. 

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Producer services

Service 1

Creation of producer.

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We can create your producers with the information provided by your agency.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 2

 Entry of compensation agreements.

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We make the creation or modification of compensation agreement with advisors due to changes at the insurer level of product additions.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Service 3

 Maintenance of license and E&O records.

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We send deadlines reminders via email. Licenses and E&O insurance are scanned and store in AGEman’s database as an attachment for safety and reference purpose. Data entry will be done with the information provided.

Fees

$65 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.

Customized Programming

Service 1

Customizing our AGEman and REPman products for your agency.

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Extraction and import data programming.
Creating new sources of fusion of personalized documents.
Creation of specialized campaigns.
Creation of specialized graphics.
Creating Functions and special requests.
Programming and custom alarm triggers such as emails and SMS.

Fees

$200 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.
Depending on the availability of our development resources.
A functional analysis is required before any work.

External training

Service 1

Training on AGEman portal for advisors.

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Individual training for your advisors on the use of remote portal.

Fees

$75 / Hour

Terms and Conditions

For our clients who are not hosted on our server, additional charges may apply.
Prices are subject to change without notice.
An evaluation of the database must be made.
The cost can vary depending on your need.