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
A unified solution providing a 360º view of the P&C insurance process lifecycle. Generate premium and save time with a powerful rules-based, multi-state underwriting module that automates the collection of information and the creation of quotes, endorsements, cancellations, audits, and renewals. Reduce combined ratios with a modern and streamlined approach to the claims adjudication process that is both intuitive and collaborative. Increase new business by making it easy to exchange information with brokers. From streamlining and standardizing the intake of information to providing brokers access to the information they need anytime. Control what submissions your underwriters are focusing on. Drive customer satisfaction and retention by providing your policy holders self-service access to policy information, claims intake and review, online bill pay and more. You decide what portal features to provide your customers for the best user experience.
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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 companies searching for a solution to manage and improve their operations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not 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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Pricing
No information available.
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
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAgency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/
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Company InformationInsurium
Founded: 2010
United States
insurium.com
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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 Policy Features
Cancellation Tracking
Not Supported
Claims Tracking
Supported
Policy Generation
Not Supported
Policy Issuance
Not Supported
Policy Processing
Supported
Quotes / Estimates
Supported
Rating Engine
Supported
Reinstatement Tracking
Not Supported
Reinsurance Administration
Not Supported
Renewal Management
Supported
Underwriting Management
Supported
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Integrations
No info available.
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Integrations
No info available.
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