Back Office Systems

Back Office Systems

Advisor HQ has developed relations with the leading Insurance & Enterprise software companies to help our partner agencies adopt and implement cutting edge technologies.


Agency Management Systems

A comprehensive Web-based Agency Management System (AMS) providing the full range of tools necessary to streamline and grow your business. Improve the new business workflow in any organization—large or small. Agency Integrator helps your staff track and process cases more effectively and efficiently, keep in contact with carriers and vendors, communicate with your producers, and assist your agency with licensing, appointments, and commission accounting functions.


Electronic File Storage

Once PaperClip Incorporated is downloaded and deployed, it adds extensive functionality to current applications, providing a complete imaging and document management solution on a Windows platform, with the ability to exchange documents with business partners electronically. Best of all, PaperClip’s software products are deployed in minutes with effortless point and click integration and no programming.


VOIP Phone Systems

The ShoreTel Sky cloud-based business phone system is both hosted and managed. This means that you do not need to house the phone system in a closet onsite. Instead, the system is located in a secure data centers, and ShoreTel takes responsibility for owning, configuring and managing it. ShoreTel Sky customers connect to the system through private connections for the best call quality and reliability. The benefits of a cloud-based phone system are plentiful, and we encourage every business to consider the cloud, even if they don’t select ShoreTel Sky.


Cloud Hosted E-mail

Hosted on secure remote servers allows you to run your company e-mail, calendar, and contacts in the cloud. You and your staff can work from anywhere and benefit from a 99.98% uptime guarantee and great support. We can support user who prefer to use an Outlook desktop client as well as users who prefer to use a Web Browser.


Cloud Document Management

Create Documents, Spreadsheets, and presentations from anywhere using just your web browser. Editing and styling tools to help you easily format text and paragraphs. Choose from hundreds of fonts, add links, images, and drawings. Also works great with Microsoft Office.