Patriot Manager™ provides access to consolidated customer information that can be used for marketing purposes.

Metrics, Trending, and Research Analysis 

Patriot Manager provides a unique, across the enterprise approach of linking entities together.

  • Perform Customer queries based on location
  • Perform Customer queries based on products and role
  • Perform queries based on age of policy and account
  • Perform query to consolidate all policies and accounts together
  • Perform queries on agent persistency
  • Perform queries on siblings coming of age for new products
  • Find out more about the features included in Patriot Manager, contact Aquilan today.