Audience

Insurance accounting or agents in need of an Insurance Agency software

About AgencyPro

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.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

AgencyPro Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online

AgencyPro Frequently Asked Questions

Q: What kinds of users and organization types does AgencyPro work with?
Q: What languages does AgencyPro support in their product?
Q: What kind of support options does AgencyPro offer?
Q: What type of training does AgencyPro provide?

AgencyPro Product Features

Commercial Insurance

Billing & Invoicing
Commission Management
Document Management
Policy Management
Quote Management
Broker / Agent Portal
Claims Management
Customer Portal
Insurance Rating
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Claims Management

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

P&C Insurance

Billing & Invoicing
Commission Management
Document Management
Policy Management
Quote Management
Broker / Agent Portal
Claims Management
Customer Portal
Insurance Rating
Marketing Automation
Reinsurance Administration
Underwriting Management