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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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
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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?
AgencyPro works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does AgencyPro support in their product?
AgencyPro supports these languages: English.
Q: What kind of support options does AgencyPro offer?
AgencyPro offers support via phone support and online.
Q: What type of training does AgencyPro provide?
AgencyPro provides training in the form of documentation and live online.

AgencyPro Product Features

Commercial Insurance

Billing & Invoicing Supported
Commission Management Supported
Document Management Supported
Policy Management Supported
Quote Management Supported
Broker / Agent Portal Not Supported
Claims Management Not Supported
Customer Portal Not Supported
Insurance Rating Not Supported
Reinsurance Administration Not Supported
Risk Assessment Not Supported
Underwriting Management Not Supported

Insurance Claims Management

Claims tracking Not Supported
Electronic claims Not Supported
EDI data exchange integrations Not Supported
Fraud management Not Supported
Document management Not Supported
Customer portal Not Supported
CRM Not Supported
Reporting Not Supported

P&C Insurance

Billing & Invoicing Supported
Commission Management Supported
Document Management Supported
Policy Management Supported
Quote Management Supported
Broker / Agent Portal Not Supported
Claims Management Not Supported
Customer Portal Not Supported
Insurance Rating Not Supported
Marketing Automation Not Supported
Reinsurance Administration Not Supported
Underwriting Management Not Supported