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Insurance Offices

Insurance Agents offer their clients a wide variety of services, and K Plus knows that insurance agents must adapt and incorporate technology to reach new clients and manage existing policies. K Plus has helped insurance agents move away from file folders and packed filing cabinets to a user friendly policy tracking database. At K Plus, we know that independent agents cannot revolutionize their offices with expensive software and training. K Plus offers common sense approaches and rates to adequately meet your requests rather than a one-size fits all answer. Contact us to learn more about what we can offer agents in an office with 3-6 users.

  • Creating and implementing a policy tracking database, with full support and training.
  • Synching a PDA or Blackberry with lap top, desktop, or peripheral devices to view policies and scheduling.
  • Crafting a system of paperless record keeping with desktop scanning, electronic copies of faxes and mail, and one-click saving in network drives that are accessible from office or home office workstations.
  • Constructing home offices with full virtual connections to the main office. Advice in maximizing Outlook and other office communication tools to streamline inter-office correspondences and appointments.
  • Weekly technical and network maintenance, including on-site visits with electronic chats.
  • Total responsibility for maintaining and supporting all desktops, peripheral devices, printers, faxes.
  • Consultation for software and hardware updates and purchases.