AGENCY AUTOMATION

One of the most revolutionary aspects of franchising is the Brooke Management System or BMS. BMS represents a complete rethinking of agency automation and agency management. First, BMS is web based so franchisees can have constant access to their work. Second, BMS is documents based because information sharing is made easier by converting documents into universal electronic images. Third, document distribution and customer notes are integrated with e-mail for delivery anywhere, anytime. Fourth, agency automation is only one component of agency management, so BMS is integrated with the processing center for cash and documents management, the facility center for office management, the advertising center for brand management and a staff of professional consultants for assistance with regulatory, personnel and other related matters.

E-Mail Integration Innovations
Document management is integrated with e-mail because e-mail is now the standard for business communications as evidenced by the popularity of mobile e-mail devices like the Treo and Blackberry systems. E-mail integration is an innovation that is considerably ahead of competing agency automation systems.

E-Notes Customer files are documented with the text of e-mail messages. E-Notes turns an ordinary e-mail message into customer file documentation.

E-Minders E-Minders is an e-mail based reminder system. Franchisees set up E-Minders and the processing center sends a reminder via e-mail on the designated day.

E-aware Franchisees are sent e-mail messages, or E-Awares, that provide links to important servicing, marketing or prospecting documents received by the processing and advertising centers from insurance companies and others.

E-Fax When the processing center receives a fax for a franchisee on its regular fax line or when the advertising center receives a fax for a franchisee on the FAXIT fax line, an e-mail message, or E-Fax, is sent to the franchisee with a link to the faxed document.

E-Images Franchisees can e-mail any document stored in BMS with the E-Images feature of BMS.

Electronic Storage Innovations
Auto Attach and E-Attach are two innovative ways to store documents for retrieval using BMS.

Auto Attach
Franchisees can easily convert paper documents to electronic images by faxing them to a toll-free agent fax line. Using a fax cover sheet generated through BMS, all documents are electronically filed, or auto attached, as directed by the franchisee and immediately available for web-based viewing. This is an innovative use of old fashioned fax machines as long distance scanners.

E-Attach
Franchisees can also easily upload to BMS, or E-Attach, virtually any electronic file, including pictures, scanned documents, word documents and spreadsheets. This is a great electronic storage tool that can be used for virtually any purpose, including off-site backup of important files.