Insurance agents love Neat because our Smart Organization System keeps them ready for anything, at a moment's notice. In order to help their clients efficiently, they need to keep their important data at their fingertips at all times. Neat allows insurance professionals to stay organized, improve customer service, and reduce processing costs.
Neat's flexible folder structure makes it easy to create folders for each of your clients, so you can keep all of their important documentation in one place. Each folder can tell a particular client’s story, with all their relevant information within reach.
The items you keep in Neat can be organized any way you see fit. If you want all of your policies in one folder, for example, that’s easy to set up. Build your folder structure in the way that works best for you.
When you know where all your important files are, when you can send data directly from receipts to expense reports, when you never have to worry about losing your important documents—that's when you’re at your best. Neat helps you make that happen.