EasyApps Pro: "Mini-Management" Software for the Growing Insurance Agency
EasyApps Professional offers a nice 'in-between' product for smaller agencies that aren't ready for a full agency management system but need more features than EasyApps offers.
- Enhanced Client Database with Filtering, Advanced Search, Columnar Sort, and Drop-Down Lists to standardize data entry
- All 800+ ACORD Forms® forms installed
- Certificates, Binders, ID Cards, and All State Specific Applications included and updated monthly.
- Authorized ACORD® Vendor since 1995.
- Ability to Electronically Sign forms
- Sign and email without printing first
- Expanded field formatting
- "Drop down" company list on forms
- True certificate holder's database
- Fill out one cert and send to hundreds of Certificate Holders.
- Integrated Email and Adobe® PDF support
- Save email history to client's file.
- Vehicle and Driver Databases pre-fills ID cards, business auto & vehicle schedule applications
- Pre-fill of common data (limits, detail, etc.) between most commercial forms
- Selectable WYSIWYG Modes for enhanced viewing of forms
- Integrated Survey module with 200+ commercial Surveys
- Comprehensive Policy Management including X-Date Tracking
- Coverage Database - Prefills Limits/Deductibles to ACORD forms
- Many Reports - including X-Dates, Open Binder, Mailing Labels.
- Easy to Use Custom Report Wizard - Extract any Information you need!
- Word Processor with many Insurance Sales Letters
- Automatic Client Merge.
- Time and Date Stamped Client Notes
- Automatically Set Ticklers for follow up.
- Tickler/Calendar Subsystem with Pop-Up Alarms
- Set appointments, tasks or alarms for yourself or anyone else in the agency.
- User Selectable Skins to customize the look and feel of EasyApps Professional
- Optional Document Management - Attach ANY file type (Pictures, PDF, Email, Excel, MS Word, movies, sound, etc.) to Client's file
- Compatible with our Award Winning Download Manager
- Saves lots of Data Entry and prevents E&O.
- Upwardly compatible with EZAgent or AgencyPro as your Agency Grows
- Toll free 800 tech support (Best Hand Holding Department in the Industry!)