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  Service Tracking System

The Service Tracking System is a database that logs phone calls, emails and faxes from our clients and insurance companies and client based service activity within our own agency. The system generates date driven reports that displays all service activity for a client in a given time period. These reports assist with the assessment of how a particular benefit plan is working. It helps ensure that the insurance policies being purchased is money well spent. The reports are also used at a client's renewal period to show specific issues and pinpoint reoccurring problems that may lead to the recommendation of an alternative option.

The system was developed to provide analytical data for our agency as well as to assist with tracking upcoming policy renewals for each client. This system allows us to provide a service that most other agencies do not. Ahart Benefit Insurance Services is committed to staying at the forefront of the broker community.