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What is SiegeAMS?

Efficient, clear, and highly versatile, this comprehensive CRM is specifically designed for the management of insurance agencies and acts as a key driver of revenue growth. It simplifies workflows and boosts both internal and external marketing strategies through effective automation. You can easily integrate with various third-party applications and take advantage of carrier downloads that open up cross-selling and up-selling avenues. With robust analytics features, you can gain valuable insights into your agency's overall performance. This system also includes essential tools for accounting, e-signatures, human resources management, website hosting, E&O protection, and marketing efforts. By utilizing a range of preloaded and customizable reports and analytics, you can swiftly evaluate the health of your agency while delving into specific details. The tailored marketing campaigns are expertly crafted to engage potential leads and maintain relationships with existing clients, highlighting just a fraction of its extensive capabilities. Moreover, automating processes not only streamlines office workflows but also significantly reduces E&O risks. In addition, you can keep meticulous records of employee data, important documents, and agency licenses, ensuring that every facet of your agency remains organized and compliant, ultimately paving the way for sustained success and growth. Embracing this CRM is a strategic move toward elevating your agency's operational efficiency.

What is Atlas Policy Management?

Atlas Policy Management functions as an all-encompassing system for managing retention policies across various types of information, ensuring a cohesive strategy. It incorporates integrated workflows and analytics designed to enhance policy management efficiency while strengthening information governance. By centralizing retention controls, this solution reduces risks related to information management and complies with legal and business requirements. Its integration with a corporation's governance catalog provides a unified view of retention responsibilities for different data types from multiple enterprise sources. Moreover, it supports the creation of information lifecycles and facilitates auditable programs applicable to both physical and digital assets. Users benefit from the ability to oversee policy schedules, control change requests, and manage retention protocols in one centralized location, maintaining consistency across all information types. This method not only establishes a standardized corporate retention framework but also aligns data retention practices across various countries, departments, systems, and operational processes, thus enhancing overall efficiency and compliance. Ultimately, Atlas Policy Management equips organizations with the tools needed to effectively address the intricacies of information retention, fostering confidence and precision in their approach. Additionally, it ensures that organizations remain adaptable to evolving data governance standards and practices.

Media

Media

Integrations Supported

IBM Unified Governance and Integration

Integrations Supported

IBM Unified Governance and Integration

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Siege Technology Solutions

Company Location

United States

Company Website

www.siegeams.com

Company Facts

Organization Name

Breakwater

Date Founded

2020

Company Location

United States

Company Website

breakwatersolutions.com/software-products-atlas-policy-management/

Categories and Features

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

Categories and Features

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

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