AgencyPro

AgencyPro

Agency Software
Gen BAL

Gen BAL

SAG Infotech Pvt Ltd
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+

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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

SAGInfotech's Gen Balance Sheet Software is the premier choice for any tax professionals and chartered accountants (CA) who need to maintain their P&L and balance sheet account statements. The software also makes cash flow statements in Excel format. It is a comprehensive financial document that prepares and simplifies the task for tax accounting professionals. It offers different kinds of features, including the calculation of accounts, and various user-friendly financial statements in a very easy-to-understandable format. Additionally, the software offers Import and export options, which makes it integrate with third-party popular applications such as Tally and Busy. This permits users to perfectly manage their financial data in a single place.

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 Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises 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

Accountants and tax professionals seeking a solution to manage their financial processes

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Not 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

₹6000 per year
Installation Price - ₹6000 + 18% GST

Updation - ₹3500 + 18% GST
Free Version Not Supported
Free Trial 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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.9 / 5
design 4.2 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I am extremely satisfied with Gen Balance Sheet Software as it simplifies my audit and financial reporting assignments while keeping them up to date. The software automatically prepares Profit & Loss Accounts, Notes to Accounts, and Schedule III-compliant Balance Sheets. It also helps me generate audit documentation, financial statements, CARO reports, Directors’ Reports, certificates, and other statutory documents with ease. Additionally, I can conveniently download templates and import them into the software, which saves time and enhances productivity.
  • I use this software in my firm to prepare Profit and Loss statements and Notes to Accounts as per Schedule III and Schedule VI requirements. The software allows automatic preparation of the Balance Sheet, both with and without the Revised Schedule III format. It also provides depreciation computation as per the Income Tax Act and the Companies Act, along with preparation of the Fixed Asset Register. Additionally, I can easily import and export data through Excel, eliminating the need for manual data entry.
  • After using the Gen Balance Sheet software for five years, I can easily generate my UDIN registration with it. I also use it to calculate ratios for multiple years and merge two trial balance files. I even prepared the company auditor’s report, CARO, IFCR, Notes to Accounts, Director’s Report, Representation Letter, Notice, Certificate of Confirmation, Balance Sheet as per Schedule III, and more. The working process of this software is very simple and manages all your tasks efficiently.
  • I use this software to file to import my Tally data into the Gen Balance sheet software. Also, it can easily merge the two balance sheet data. The advanced features of this software are cash and fund flow, Form 15CA and 15CB, Form 16 and 16A, etc, with unlimited user access. I also remember that during the deadline period, I was very much depressed about how I failed, but thank you, support team, they resolved all of my queries immediately.
  • Gen Balance Sheet is a widely used software for preparing balance sheets. For 10 years, I used this to simplify the process of preparing profit and loss statements, importing financial data from Busy and Tally. Additionally, after using this, it can generate cash flow statements, prepare audit documents, and calculate depreciation quickly and easily.

Cons

  • The software is equipped with advanced features and is regularly updated with the latest utilities and templates.
  • I have not experienced any drawbacks or dislikes while using this software.
  • Prepare the Auditor Report and Tax Audit Forms 3CA, 3CB and 3CD
  • Advanced software for easy access by users and businesses
  • Generate the financial reports easily and on time for me

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

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

Company Information

SAG Infotech Pvt Ltd
Founded: 1999
India
saginfotech.com/GenBal.aspx

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

Tally Book

Tally Book

Tallybook.org
Agency Master

Agency Master

Agency Master Insurance Software
Guidewire

Guidewire

Guidewire Software
Gen XBRL Software

Gen XBRL Software

SAG Infotech
VRTrust

VRTrust

VRPlatform

Categories

Categories

Accounting Supported

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

Integrations

No info available.

Integrations

No info available.
Claim AgencyPro and update features and information
Claim AgencyPro and update features and information
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Claim Gen BAL and update features and information