InStar Agency Management System
Your reports are only as accurate as the data they use

Management Reports
Do you know where the figures are pulling from that you see in your reports?  Are you sure that they are accurate?  Are you looking for Totals that you aren't sure if you can get them or where?

Accounting
Do you know how to easily see your current bank balances while also showing the recent transactions?  Are you utilizing all the time saving tools, like templates, that Instar has provided for you?

Benefits
Here are just a few ways that Clearview Data Services can save you money:

• Provides access to a professional resource with experience in solving workflow and data management issues.

• Improves the integrity of your books and data — we have the tools to do it quickly and accurately.

• Eliminates the need for maintaining a workspace in your office, including a desk, chair, phone, computer, etc. for someone to perform these tasks.

• Smart business practices recommend that you do not have the same employee issue checks and reconcile your bank statement, so why not have us handle your bank reconciliations each month.

Call us today at 518-872-7067 to discuss
your agency's particular needs!