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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 Diligent Policy Manager?

Take command of your policy initiatives and quickly respond to changing regulations. You can progress confidently, knowing that your policies are perpetually up-to-date. Streamline and supervise vital policies with a completely adaptable revision and approval workflow engine. Ensure that your documents are always ready for audits while maintaining a seamless and transparent process. Automatically distribute policy updates to targeted audiences, assess their understanding of the policies, and verify that everyone is well-informed. Effectively manage user permissions to ensure that only the appropriate individuals have access to essential information when needed. Improve communication and successfully convey policies alongside other important information. Keep your data both reportable and easily accessible through engaging, straightforward visualizations. Gain immediate insights and leverage the flexibility provided by customizable reports. Our commitment is to offer a thorough and secure service that protects all customer data while promoting an atmosphere of continuous enhancement and compliance. By focusing on diligence and transparency, we strive to empower organizations to adeptly navigate the challenges posed by regulatory environments, ensuring they remain compliant and informed as they evolve. This proactive approach not only fosters resilience but also builds trust among stakeholders.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Diligent

Date Founded

1998

Company Location

United States

Company Website

www.diligent.com/products/policy-manager

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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