AgencyProAgency Software
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Insurance accounting or agents in need of an Insurance Agency software
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Audience
Organizations interested in a tool to collect and monitor insurance information
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$1,000 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/
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Company InformationCanopy Connect
United States
www.usecanopy.com/solutions/embedded-insurance
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Alternatives |
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Categories |
Categories |
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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
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Integrations
ActiveCampaign
AgencyZoom
EZLynx
Gaya Ai
HawkSoft
Mailchimp
PL Rating
Pipedrive
QuoteRush
Salesforce
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Integrations
ActiveCampaign
AgencyZoom
EZLynx
Gaya Ai
HawkSoft
Mailchimp
PL Rating
Pipedrive
QuoteRush
Salesforce
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