Agency Master

Agency Master

Agency Master Insurance Software
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About

Agency Master is a state-of-the-art insurance agency management software solution purpose-built for the trucking, equine, aviation, general commercial, and specialty lines. Cloud or local based, Agency Master promotes 100% paperless offices and delivers powerful capabilities that include workflow, certificates, accounting, ACORD and company-specific forms, integrated e-mail, reporting, carrier access, history, and more. Featuring an intuitive toolbar and task list, Agency Mater has everything an agency needs to seamlessly manage its client base.

About

Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Caters to all specialty markets, such as trucking, aviation, BOP, package policy, property, general liability, BOP, general liability,

Audience

Life insurance agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agency Master Insurance Software
Founded: 1995
United States
www.agencymaster.net

Company Information

Equisoft
Founded: 1994
Canada
equisoft.com

Alternatives

Verity

Verity

VRC Insurance Systems

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly
IMPACT Insure

IMPACT Insure

RiskFree
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
AgencyPro

AgencyPro

Agency Software
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Commercial Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Equisoft/illustrate
Equisoft/manage
Microsoft Outlook

Integrations

Equisoft/illustrate
Equisoft/manage
Microsoft Outlook
Claim Agency Master and update features and information
Claim Agency Master and update features and information
Claim Equisoft/centralize and update features and information
Claim Equisoft/centralize and update features and information