AgencyPro

AgencyPro

Agency Software
PHOTO iD by U Scope

PHOTO iD by U Scope

U Scope Technologies
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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

PHOTO iD™ by U Scope in a photo cataloging software that provides a rapid & organized method of capturing, labeling, and sharing images from any job site to generate professional detailed inspection reports with ease before leaving the property inspection site with our mobile & web-based platform. PHOTO iD enables users to create and share custom workflow templates to safely guide field reps through any inspection via remotely or by utilizing our platform’s proprietary automated inspection guidance feature that fully navigates the photo capturing process to ensure all images are always captured even when internet connectivity is not readily available. PHOTO iD's assignment mapping and scheduling feature allows users to visually organize and route daily projects, view assignments alongside weather forecasts, and seamlessly send routes to Google Maps for streamlined navigation. Integrate our API with your existing system to create a complete end-to-end documentation process.

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

Insurance Companies, Restoration Companies, Roofing Companies, Building Inspectors, Home Appraisers, Forensic Engineers, Property Management

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

$17.99/month/user
$17.99/month/user - PRO-Lite
$24.99/month/user - PRO
Annual & Enterprise packages are 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 4.8 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.8 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I like the ability to customize the app to suit the needs of me and my team. I feel like the reports that are generated are clear and concise to provide my customers with the information they need.
  • I’m sure much more organized and this ultimately saves me time with producing reports I wish I had tried it earlier.
  • * Photo Labeling Inspection Camera * Custom Workflow Templates * Automated Inspection Guidance * Real-time Virtual Inspection Platform * Easy to share PDF Reports, Image Zip files & Image Web Link * Detailed Photo Inspection Reports
  • Call it scatter-brained or ADD that’s been a problem of mine since I can remember. That’s affected me a great deal with doing inspections, sometimes to the point of having to revisit a client after the fact due to a missed picture etc. I just love that this app guides me each step of the way during inspections if you’re like me you need this.

Cons

  • I do not like how I have to manually upload the jobs onto the cloud to prevent running out of space. I would like to see some sort of auto back up to save me a ton of time. The current process takes way too much of my limited time.
  • I would be nice if there were more tutorials videos demonstrating how to navigate through the desktop version.
  • There may be a slight learning curve when first downloading the platform, however, the U Scope team was there every step of the way to get our team up and running.
  • I’m not a pro yet still learning what all this can do.

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

U Scope Technologies
Founded: 2017
United States
photoidapp.net

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

ClaimXperience

ClaimXperience

Xactware
Agency Master

Agency Master

Agency Master Insurance Software
Guidewire

Guidewire

Guidewire Software
SnapInspect

SnapInspect

SnapInspect International

Categories

Categories

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

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

Insurance Claims Management Features

Claims tracking
CRM
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

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

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Home Inspection Features

Billing & Invoicing
Color Codes / Icons
Comment Library
Commercial Inspections
Credit Card Processing
Photo Editing
Repair Estimates
Report Summary
Residential Inspections
Sketching
Templates
Video
Voice Notes

Inspection Features

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

Real Estate Property Management Features

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management

Integrations

Guidewire
JobNimbus
Jobber
Salesforce
Xactimate
Zapier
Zoho CRM

Integrations

Guidewire
JobNimbus
Jobber
Salesforce
Xactimate
Zapier
Zoho CRM
Claim AgencyPro and update features and information
Claim AgencyPro and update features and information
Claim PHOTO iD by U Scope and update features and information
Claim PHOTO iD by U Scope and update features and information