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Trusted Insurance

Insurance

Customers demand instant service. Staff require flexibility. Embrace technology to build new business models, processes, and systems that ensure longevity in today’s digital world. Digitally transform your business to enhance customer experience, increase employee retention, and drive more efficient operations and profitability.

Vertafore provides insurance management systems built for your business – whether you’re an
independent agent, a large enterprise-class agency, or an MGA or MGU. Vertafore solutions enable
you to effectively manage your business with integrated solutions for all your internal operations, so you can focus on deepening
relationships and growing your business.

CCH ProSystem fx
Tax

CCH ProSystem fx
Tax, also available in an online platform or a software as a service delivery method (CCH Axcess™ Tax), has thousands of automatically calculating forms and schedules for federal, state, county and city, which speeds up your return process as data is shared across documents. This saves days, if not weeks, off your tax preparation process, opening up your day for client consulting and growing your business.

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