AgencyPro

AgencyPro

Agency Software
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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

Embed insurance intelligence into your applications to drive cross-selling opportunities or launch an insurance marketplace. Augment your users' profiles with rich insurance information directly from the source. Understand assets, coverages, and risk profiles to uncover new ways to provide value to your use. Work with Canopy Connect's partners to unlock new insurance revenue streams that range from pay-per-click to full white-labeled insurance agency solutions. Delight your users with easy-to-use interfaces that make it easy to share insurance information. Use our UX or yours. Powering customer-obsessed companies, fintechs, insurtechs, marketplaces, lenders, insurance carriers and more. We enable users to quickly and securely share their insurance information through integrations with the nation’s top carriers. Imports and structures insurance documents, policy details, contact, information, driver data, and claims history, and enriches critical information.

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

Insurance accounting or agents in need of an Insurance Agency software

Audience

Organizations interested in a tool to collect and monitor insurance information

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

$1,000 per month
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 Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/

Company Information

Canopy Connect
United States
www.usecanopy.com/solutions/embedded-insurance

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

InsureCert

InsureCert

InsureCert Systems
Agency Master

Agency Master

Agency Master Insurance Software
Guidewire

Guidewire

Guidewire Software

Categories

Categories

P&C Insurance Features

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

Integrations

ActiveCampaign
AgencyZoom
EZLynx
Gaya Ai
HawkSoft
Mailchimp
PL Rating
Pipedrive
QuoteRush
Salesforce
Zapier

Integrations

ActiveCampaign
AgencyZoom
EZLynx
Gaya Ai
HawkSoft
Mailchimp
PL Rating
Pipedrive
QuoteRush
Salesforce
Zapier
Claim AgencyPro and update features and information
Claim AgencyPro and update features and information
Claim Canopy Connect and update features and information
Claim Canopy Connect and update features and information