AgencyPro

AgencyPro

Agency Software
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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

Ivans Download™ automates the exchange of individual information requests via a single end-to-end application that provides you connectivity to your agency distribution channel. That means the most up-to-date information is available from underwriting through to servicing where your retail agency partners need it, directly in their management systems. Work in a single, open exchange to eliminate time and expense managing multiple connectivity solutions. Ivans Download helps you and your retail agency partners to stay organized and get updated policy information and documents in real-time. Spend less time processing individual, one-off retail agent requests and reduce costs spent printing and mailing paperwork. With Ivans Download, you can trade time spent on paperwork, support calls, and emails for tasks focused on increasing profits and building the best relationships instead.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance accounting or agents in need of an Insurance Agency software

Audience

Businesses looking for a solution to distribute the latest policy-related information to their retail agency partners

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Ivans
Founded: 1983
United States
www.ivans.com/for-mgas/products/ivans-download/

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

Agency Master

Agency Master

Agency Master Insurance Software
Guidewire

Guidewire

Guidewire Software

Categories

Categories

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

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

Integrations

Nexsure Insurance Platform

Integrations

Nexsure Insurance Platform
Claim AgencyPro and update features and information
Claim AgencyPro and update features and information
Claim Ivans Download and update features and information
Claim Ivans Download and update features and information