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.
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.
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.