Tasks
Watson and Knox
Where you own your data
CRM and AMS for Personal and Commerical Lines Insurance Agencies
- Core CRM and AMS features for smooth management of leads, opportunities, policies, and client data
- Easy tracking of tasks and activities
- All major Personal and Commercial Lines supported
- Serving clients with Integrity, Dedication, and Honesty
Bringing Structure and Clarity to Insurance Operations
Every process is streamlined to ensure accuracy, consistency, and dependable service.
Features help manage insurance operations
- Dashboards for Agency Managers and Agents
- Account management for your staff
- Manage staff roles and permissions
- Create/Edit leads
- Create/Edit Opportunities
- Create/Edit Pipelines
- Make calls and send text messages from within the CRM
- Track lead progress based on status
- Import and export leads
- Convert lead to policy
- AL3 downloads
- Reports and Analytics
All major Personal and Commercial Lines Supported
Watson and Knox supports all these personal and commercial lines
Personal Lines
Automobile
Homeowners
Dwelling Fire
Flood
Mobile/Manufactured Home
Inland Marine
Commercial Lines
Commercial Auto
Commercial Property
Business Owner Policy
General Liability
Inland Marine
Workers Compensation
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