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!
    77 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

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.

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 providers, associations, MGAs, pet insurers

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 Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

SaaS fixed fee plus a variable fee on premium
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 Not Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Cloud Insurance
Founded: 2012
Norway
www.cloudinsurance.io

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

Agency Master

Agency Master

Agency Master Insurance Software
Guidewire

Guidewire

Guidewire Software
BrokerEdge

BrokerEdge

Damco Solutions
TIS

TIS

Comtec Global

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

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

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
Payrexx Not Supported
Signicat Not Supported
Sinch Not Supported
Stripe Not Supported
Twilio Not Supported
Windcave Not Supported
bexio Not Supported

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
Payrexx Supported
Signicat Supported
Sinch Supported
Stripe Supported
Twilio Supported
Windcave Supported
bexio Supported
Claim AgencyPro and update features and information
Claim AgencyPro and update features and information
Claim Cloud Insurance and update features and information
Claim Cloud Insurance and update features and information