...what our Customers say about us. 
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Accounting

  "We hired ATraC to handle our agency’s accounting work after using another firm for years. Our system was in quite a mess. The ATraC team have been great to work with! Our rep cleaned up the mess AND reduced our monthly accounting bill. Because they know agency accounting and our system so well, it takes less time than the previous firm to do the job, resulting in savings. Our rep has been able to help with every issue that we’ve had, including providing training on our management system. I just told her today how nice it is to have such confidence in the lady who handles the money!"

— Lisa Albright, Closson Insurance, Orlando, FL

Training & Consulting

  "Our folks raved about how effective, patient and under-standing the ATraC trainer was. I’m sure we will be looking for ATraC when our future training needs arise." 

— Tanya Rivera-Shoup, D M Lovitt Insurance Agency, Tucson AZ

  "The AMS 360 training that ATraC provided was very helpful.  We covered areas that have always been a little confusing in the Sales Center and our standard workflows.  It feels so good to have more confidence in our system.  Thanks ATraC!"

— B Jo, Florida

  "Our Agency recently worked with ATraC for multiple days of in-house training. The service received was professional and provided insight and efficiency enhancements to our daily processing. The Trainer was very knowledgeable in the intricacies of AMS 360 and was able to answer all of the Underwriters and processors questions. We have already adopted some of the new processes discovered with this training. Our Agency will definitely use ATraC again."

— Jane Driscoll Henesey, Partner: The Driscoll Agency, Inc.

 "Our ATraC trainer was excellent. We covered a lot of topics that will help me get off to a good start this year – Commission set-ups, renewal and target lists, Doc360 and more.  We will review where we are in about 4-5 months and possibly schedule some additional training for staff members at that time. Thank you very much. Your call came at a good time for us.”

— Beth Fanta, Waters Insurance Agency

  You should call the ATraC team for any management system training needs. Their expertise helped us get on track.”

— Bob Stiles, Principal, Flegal Insurance Agency, Rossville, GA

  "We had ATraC provide a new CSR with AMS 360 training, It was well worth it. The ATraC trainer was so knowledgable and helpful, She thoroughly covered all of the skills needed for the CSR position. We even learned a few things. A definite "must" for future new hires."

— Thank you.  Sandy Tanganelli, Sundel & Milford, Inc. ~ Waterbury, Ct

  "The main benefits of ProTraC are improved and measurable cross-sales with every client interaction. Plus we are collecting missing customer data and making the most from every conversation. We like how ProTraC puts the missing information right in front of our faces.“

– Frank Keaney
Amity Insurance Agency North Quincy, MA

 “As we all know, capturing insured contact data and maintaining complete and accurate contact data is essential to the success of any marketing program and to the success of any business today. ProTrac is the perfect tool to assist CSR’s and principals in updating their contact database in AMS360 with missing information. Furthermore, the tool searches insured’s policy information to find missing lines of business to assist the CSR in account rounding. And while this is all great news, the ProTrac team includes scripts to assist CSR’s in speaking with insureds. Finally, add a robust reporting system to track how well information is being gathered you have a winning combination. We’ve partnered with ATrac to bring this excellent tool to our AMS360 members. Oh, by the way – we use it too.”

– Bob Schackner, SVP of Operations, Renaissance Alliance Insurance Services

  "It is rare to see an application whose value is immediately obvious and whose use is completely intuitive.  The folks at ATRAC have produced just such an application with ProTrac.  The return on investment of this product should be off the charts, and in my book it earns that most prized of labels - a "no brainer."

– Ron Hocutt, agency principal, former Vertafore Director of Inside Sales

 ProTraC is a great product.  I was searching for a way to update our management system with missing information and opportunities for sales and ProtraC is providing that method for the agency.  Not only do the developers understand agency operations and willing to listen, but I am definitely receiving a positive return on my investment. Thank you, ProTraC.”

–  Jim Elrod, Operations Manager, Little & Smith, Inc.

  ProTraC is the best aid you can give the agency CSRs for maintaining the database.  By bringing the info they need right to the front and giving them a means to enter the missing info right into the customers’ screens – without having to open things up.  Once and done entry and the database keeps getting stronger for email campaigns or for one-on-one contacts.  The way it reviews the policy list is excellent since the CSRs’ work is done.  They just look at the prompt right on their screen and they can help their clients with LOBs they may need and are missing.   It can only get better from here.”

–  Kip Nowlin, agency automation trainer, principal Kip Nowlin Consulting