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.
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Integrate our API with your existing system to create a complete end-to-end documentation process.
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Integrations
No integrations listed.
Company Information
Agency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
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
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