AgencyPro Overview

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.

Has ALL of the tools you need to run a virtually paperless insurance agency.


Accounting & Invoicing

Comprehensive and Easy-to-Use General Ledger Accounting System. Entire Accounting Picture is Automatically Generated from Policy Input. QuickBooks® doesn't do this and causes double entry.

  • Direct and Agency Bill accounting
  • Track Client Payments, Rep Commissions, Company Payables, Income and Expense, Balance Sheet.
  • Easy-to-Use Direct Bill Reconciliation. Saves time and catches errors.
  • Complete Client Account Receivables with Invoicing and Statements
  • Checkbook Manager – Keeps Track of all your Accounts and Print Checks.
  • Four hours of Free Accounting Training included. We setup of your Chart of Accounts.

Client Database, ACORD Forms & Reporting

  • Enhanced Client Database with Filtering, Advanced Search, Columnar Sort, Pre-populated Drop-Down Lists to standardize data entry.

  • Comprehensive Policy Management and X-Date Tracking.
  • Transactional Filing Subsystem Automatically Prevents E&O and tracks productivity.
  • Family Members/Demographics Database
  • Integrated Document Management – Attach ANY file type (Pictures, PDF, Email, Excel, movies, sound, etc.) to Client's file.
  • All 850+ ACORD Forms including Certs, Binders, and Apps for all states.
  • Ability to Electronically Sign ACORD forms Email without printing first.
  • Time and Rep Stamped Client Notes Automatically Set Ticklers for follow up.
  • Integrated Security (lets you choose which employees see what information)
  • Powerful Certificate Holders Database Fill out one single cert and send to hundreds of holders. Includes Cert Holder Report to give to your carriers.
  • Integrated Email and Adobe® PDF support. Save Email History to Client's file.
  • Vehicle Database Pre-fills vehicle information to ID cards, etc.
  • Pre-fill of Common Data between most commercial forms
  • Selectable WYSIWYG Modes for enhanced viewing of forms
  • Integrated Survey module with 200+ commercial Surveys
  • Coverage Database – Pre-fills Limits/Deductibles to ACORD forms
  • Many Reports – including Income & Expense, Balance Sheet, Earned Premium, Aged Receivables, X-Dates, Mailing Labels, and Many More!
  • Easy to Use Custom Report Wizard – Extract any Information you need!
  • Word Processor with 100+ pre-written sales letters. Automatic Client Merge.

Other Features

AgencyPro™ is full of agency management features which will enhance your operations

  • NEW !* Today Screen keeps track of the last 20 clients, policies, ACORD Forms, Images, etc. that you worked on to quickly navigate back to those tasks.
  • Newest WebView Technology automatically navigates and logs you in to over 130 carrier websites.
  • Includes the Agency Software Printer which allows you to attach a picture of virtually anything you can print (DEC Sheets, PDF Files, emails, pictures, etc) directly to the customer's file
  • Tickler/Calendar Subsystem with Pop-Up Alarms. Manage any user's schedule from your computer. Set Tasks, Appointments or Alarms for yourself or groups.
  • Compatible with our Award-Winning Download Manager.
  • User Selectable Skins to customize the Look and Feel of the AgencyPro.
  • Cloud Hosted version available. Access your data from any web browser in the world.
  • Toll free 800 tech support – Best "Hand Holding Department" in the industry!
  • NEW!* Microsoft SQL Server Version Upgrade Now Available. Click Here for details.