AgencyPro

AgencyPro

Agency Software
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Creatio
    589 Ratings
    Visit Website
  • Service Center
    123 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • Collect!
    79 Ratings
    Visit Website
  • TE Recruit
    639 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website

About

Our Flagship product, AgencyPro™ for Windows, has ALL of the tools you need to run a virtually "paperless" insurance agency. With optional Download Module, you can automatically download client and policy information from your Carriers or rating vendors in ACORD® Level 3 format. Saves unnecessary data entry and prevents E&O. AgencyPro is considered to be one of the most comprehensive agency bill insurance accounting systems available anywhere. It is a full agency accounting system including client A/R, rep and company payables, direct bill reconciliation, invoicing and receipts. It works on either cash or accrual basis and produces all necessary financial statements including a Balance Sheet, Income and Expense Report and a Trial Balance. It also includes all of the features of EZAgent. Our staff of agency accounting experts are the best 'hand-holding' department in the industry.

About

AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Insurance accounting or agents in need of an Insurance Agency software

Audience

Insurance carriers, insurance agencies, and MGAs

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Agency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/

Company Information

AgentSync
Founded: 2018
Denver, Colo.
agentsync.io

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

InsureEdge

InsureEdge

Damco Solutions
Guidewire

Guidewire

Guidewire Software
Agency Master

Agency Master

Agency Master Insurance Software
DXC Assure

DXC Assure

DXC Technology

Categories

Categories

Commercial Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Not Supported
Claims Management Not Supported
Commission Management Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Not Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Not Supported
Risk Assessment Not Supported
Underwriting Management Not Supported

P&C Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Not Supported
Claims Management Not Supported
Commission Management Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Not Supported
Marketing Automation Not Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Not Supported
Underwriting Management Not Supported

Commercial Insurance Features

Billing & Invoicing Not Supported
Broker / Agent Portal Supported
Claims Management Not Supported
Commission Management Not Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Not Supported
Policy Management Not Supported
Quote Management Not Supported
Reinsurance Administration Not Supported
Risk Assessment Not Supported
Underwriting Management Not Supported

P&C Insurance Features

Billing & Invoicing Not Supported
Broker / Agent Portal Supported
Claims Management Not Supported
Commission Management Not Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Not Supported
Marketing Automation Not Supported
Policy Management Not Supported
Quote Management Not Supported
Reinsurance Administration Not Supported
Underwriting Management Not Supported

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Not Supported
Property & Casualty Supported
Quote Management Not Supported

Integrations

Docusign Not Supported
Salesforce Not Supported
Varicent Not Supported
Verified First Not Supported

Integrations

Docusign Supported
Salesforce Supported
Varicent Supported
Verified First Supported
Claim AgencyPro and update features and information
Claim AgencyPro and update features and information
Claim AgentSync and update features and information
Claim AgentSync and update features and information