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Agency Dynamics leaves beta testing

At long last, the premier Agency management system for Allstate Agents has been officially released as an active development application!  You can call us at 951-263-7336 for a FREE 30 day trial.  But here is a quick overview of the application.

Product Overview

The interface of ADS underwent significant changes throughout the beta process but we have finally settled on a very polished and aesthetically pleasing design.  Here is a quick snapshot of the dashboard:

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As you can see we went with a more simplistic approach to the design.  By utilizing tabs at the top of the window we maximized the screen real estate, this allows for the availability of more data without having to change pages.


Commission Tracking

As you can see in the next image, the new transaction window is simple and streamlined to make it as simple as possible for your staff to use the system:

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new creation transaction screen

But don’t let the simple design fool you, there is a lot of power built into ADS.  For instance you can set individual or office wide tiered commission plans with up to 5 tiers!  Commissions are automatically calculated based on the commission numbers that you input on these screens.

commission plan editing screens

Timecard Tracking

Keeping track of staff hours has never been easier.  Your staff simply punches the clock and you run reports.

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user time clock screen

Agency Dynamics totals the time for you and makes sure that your staff are only clocking in from your office network.  You can also input holiday, vacation and sick days for each staff member.

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individual user time stamp editing
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custom time stamp screen

And on top of all those features, you can also view office vacations and sick days on the integrated calendar!

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office calendar



Agency Dynamics has an already powerful reporting section that is continuously improving.  Enjoy the ease of running reports based on the dates that YOU want to see.  You can then save those reports as a PDF and retrieve them from your archive whenever you would like.

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report selection screen


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report generation screen


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PDF view in the reports archive


Well that covers the basics.  To learn more about the product, or to get a quick demo feel free to call our office at 951-263-7336.  Remember that our 30 day FREE trial has no obligations and can be cancelled at any time.  We look forward to speaking with you soon!