Record Guardian Technologies, Inc.

Orange,  CA 
United States
  • Booth: 515

Stop by and visit us to see our cool new stuff!

Record Guardian is how businesses become more efficient and increase profits. Manage customer files online, handle payments and market to your customers with our cloud-based program. Our easy to use, customizable system with unlimited support & training is all you need! 

Create electronic customer folders with a few clicks, store documents, create notes & memos to make your follow-up simple and paper-free. Carrier downloads provide daily updates on new business, endorsements, renewals & cancels. The most recent dec page is always a click away.

Extensive reporting options for production, payment info, employee activity, lead source & expirations are all at your fingertips.

Full 2-way text messaging allows you to communicate easily with your customers for both retention & marketing activities. Need to follow up? No problem, just use our handy calendar option.

Never miss a potential sale again with numerous ways to assign tasks & set reminders for staff. Benefit from the convenience of including multiple businesses in one system, allowing you to better cross sell your products & track every lead. If you have not implemented a management system yet, this is your chance!

Brands: Record Guardian ProFILES.

For technical assistance with this webpage, please contact support.

Sponsorship and Exhibit questions please contact: Laura Bohannon