ARAS Access
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Built for multi-office insurance teams

Keep insurance agency work
in one place.

From the first customer call to the last task of the day. Bring your people, offices, and everyday work together with ARAS Access.

Explore the product Get started with ARAS Access
  • daily work in one place
  • views based on your role
  • step-by-step help

What you can do

Tools for everyday agency work.

ARAS Access puts daily work in one place and shows each user the offices, records, and tools they can access.

01

Dashboard & daily work

Start with today’s priorities, follow up with customers, and see your team’s progress.

Explore Dashboard & daily work 02

Customer communications

Manage customer calls, messages, and follow-up in one place.

Explore Customer communications 03

Internet monitoring & alerts

Check office internet status, recent performance, outages, and recovery alerts.

Explore Internet monitoring & alerts 04

Office cameras

View the camera walls and channels for offices you can access.

Explore Office cameras 05

Transactions

Search and match transactions, reconcile records, run reports, and resolve accounting exceptions.

Explore Transactions 06

Training Hub

Use approved documents, scripts, flash cards, assignments, quizzes, and results.

Explore Training Hub 07

ARAS AI

Keep a conversation beside your work, ask about the page you’re on, and review the results.

Explore ARAS AI 08

Office operations

Manage directions, tickets, internet status, cameras, workstations, offices, and access.

Explore Office operations 09

Goals & reporting

Track goals, compare progress, and review reporting across the offices and teams you can access.

Explore Goals & reporting

E-Sign or Workflow?

A signature. Or every step around it.

Choose a standalone E-Sign request for a document signature, or a Workflow to bring several tasks together.

One document request

Standalone E-Sign requests

Prepare a PDF, place signer fields, send the request, and track it from sent to completed.

Explore standalone E-Sign

Work with several steps

Workflows

Manage questions, files, photos, signatures, preparation, review, and final signoff in one process.

Explore Workflows

Inside the app

Built around the way your team works.

Find pages from the navigation menu, follow office notifications, and keep ARAS AI close while you work.

Find your next task

Searchable navigation

Use the left navigation menu to find a page, report, or tool. Search by name, expand a group, or open Menu on a smaller screen.

Find your way around
Help alongside your work

Persistent ARAS AI

Open the Ask ARAS stars icon. Type or speak a question in Chat, keep the conversation as you move between pages, or use Writer to polish a message.

Use the ARAS AI panel
Daily work

Dashboard

Choose your office or phone from the top bar, work your Action Items, and check the Daily Leaderboard. Use Communications for Active Calls, Two Factor Codes, Directory, E-Signs, and Send MMS.

Read the Dashboard guide
Office teamwork

Zone Shift

Help another office with quotes, To-Do Calls, and leads after your own queue is clear. Your organization’s schedule and assignments determine when shared work appears.

Learn about Zone Shift
Account access

Agent and Office accounts

Agent accounts belong to one person, with one active session at a time. Office accounts support an office or team. Account type is separate from the roles that grant access to tools.

Compare account types
Administration

Active sessions

Authorized staff can review recent sign-ins and help resolve account problems. Operations can end a specific session when needed.

See session controls
Secure sign-in

Two-Factor codes

Find an approved verification message or authenticator code to finish a business sign-in. The guide explains how to choose the right office and code.

Use Two-Factor safely

Help by section

Help for every part of ARAS Access.

Choose an ARAS Access area, then open a step-by-step guide.

Getting started and daily work25 topics

Sign in, choose an office, and open everyday tools.

Customer follow-up8 topics

Add leads and follow up on leads, quotes, and AMS tasks.

Calls and messages7 topics

Make calls, save reports, and find messages.

Workflows4 topics

Guide customers and staff through a series of tasks.

Transactions11 topics

Find payments, upload receipts, and compare records.

Reports3 topics

Find a report and choose what to include.

Goals3 topics

Set office goals and review progress.

Office tools6 topics

Get help with office connections, tickets, and devices.

Lookups3 topics

Find property, vehicle, and license information.

Team settings8 topics

Manage accounts, offices, settings, and billing.

Can’t find the page you need?Choose the page or action you’re using to open the right guide.
Find help for your page

ARAS Access Help

Search the ARAS Access Help Center.

Find step-by-step guides for everyday tasks, access questions, and common problems.

Searchable Task-based Troubleshooting
Step-by-step product helpOpen the Help CenterFind an app or report