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
Cloud Insurance is an end-to-end insurance core platform (SaaS) for MGAs, carriers, brokers and insurance startups. It is the software insurers run on, not an insurer.
Nine modules span the policy lifecycle: Product Engine (design and rate products in hours; ACORD, NCCI), Policies (creation, underwriting, maintenance, termination), Claims (AI-automated payment, tiered authorisation, fraud review), Distribution (partner onboarding in minutes, per-partner pricing, automated commission), Finance (accounting ledger, invoicing, reconciliation, multi-currency), CRM, Workflow (automated underwriting, reminders, collections), Reporting (configurable dashboards) and AI Machine Reading for document processing.
Policyholders get a branded Purchase Journey and self-service My Account portal. REST APIs create customers, policies and quotes from external systems.
Deploy as a full core system, modular add-on, or MVP platform. Pre-built lines: travel, dental, pet, health, PPI, sport.
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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
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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
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Audience
Insurance accounting or agents in need of an Insurance Agency software
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Audience
Insurance providers, associations, MGAs, pet insurers
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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PricingSaaS fixed fee plus a variable fee on premium
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationAgency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/
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Company InformationCloud Insurance
Founded: 2012
Norway
www.cloudinsurance.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Insurance Claims Management Features
Claims tracking
Supported
CRM
Not Supported
Customer portal
Supported
Document management
Supported
EDI data exchange integrations
Supported
Electronic claims
Supported
Fraud management
Supported
Reporting
Supported
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Integrations
Amazon EC2
Not Supported
Amazon S3
Not Supported
Auth0
Not Supported
Azure Blob Storage
Not Supported
Azure-AD-External-Identities
Not Supported
Buru SFTP Server
Not Supported
Hyperswitch
Not Supported
Keycloak
Not Supported
Klaviyo
Not Supported
Mailgun
Not Supported
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Integrations
Amazon EC2
Supported
Amazon S3
Supported
Auth0
Supported
Azure Blob Storage
Supported
Azure-AD-External-Identities
Supported
Buru SFTP Server
Supported
Hyperswitch
Supported
Keycloak
Supported
Klaviyo
Supported
Mailgun
Supported
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