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Agency Management Anywhere lets you manage your agency from anywhere in the world securely, easily, and in real time. Install it once at your home office in five minutes or let us securely host it for you, and enable unlimited user access to your data from any location. Agency Management Anywhere supports unlimited users and [...]
InsurancePro is an effective and smart Insurance agency Software System, designed for Independent Insurance Agencies and Brokers. InsurancePro provides powerful features and easy solutions at an extremely affordable price. Some of the key features of our agency management system are: Easy To Use Interface, ACORD Forms, Commission Reporting, Imaging, Letters and Mail Merge, Reporting, Advanced [...]
Eclipse helps you cut overhead and improve profitability by combining all the essentials of a management system. Eclipse features everything from marketing tools to ACORD form processing. We offer a knowledgeable and friendly support staff that makes for an easy transition to a new automation system. Imagine a full featured management system supported by a [...]
Coverage Screens – Home, Auto, Commercial, Water Craft, Air Craft, Scheduled items, Crop, Life & Health and Miscellaneous coverages. Accounting screens – Tracks Premiums, Commissions, Accounts receivable, Accounts payable, Commissions receivable, Subproducer statements, Payment made direct to companies. Other capabilities include – Memos & suspense, Word processing, Diary, Batch Procedures, Transactional filing, Claims listing and [...]
Vision is designed for the large agency or brokerage that needs to manage complex business structures, or has unique needs related to handling complicated commercial lines coverage, specialty lines of business, or nontraditional niche markets.
With DORIS, we give you a system that’s easy to learn, easy to afford, with zero investment in IT staff or resources. Access your data, hosted on our server, from just about anywhere. We handle the details of maintaining, protecting and securing your data for you by performing database backups, system updates, daily downloads and [...]
The USD Agency Management System is a product created by agents for agents. All of the features included are there to make your business operate with ease. Documentation, scanning (Go Paperless!), forms, invoicing, payments, check writing, reporting and real time rating. If you are still paying for a file clerk, filing cabinets, yellow folders, receipt [...]
Affordable and easy to use, the InStar management system is a full-featured solution designed to help smaller property casualty agencies automate processes, work more productively, improve accuracy and enhance customer service. The friendly navigation tools in InStar provide easy access to the most current ACORD forms and full policy details, plus all the tools you [...]
Designed specifically for small agencies, the Prime management system is a powerful and affordable management system that automates point-of-sale and workflow—from contact management to accounting—giving you more time to focus on customer service and growing your business. For added convenience and cost savings, Prime is also available as a Web-based solution that eliminates up-front software [...]
Agency Master Platinum has all the power that a larger agency needs. It handles multiple offices with multiple trust accounts. Platinum has a powerful navigation structure with floating toolbars at the top and left edges of the screen. You can easily navigate anywhere in the program in seconds. Platinum fully integrates with the FORMS, LOGIN, [...]
Agency Master GOLD is the perfect entry-level system with an unbeatable low price. It has all the core features agencies need and is very easy to learn and use. Many agencies will never need more power than GOLD but add-ons provide a flexible growth path as needs change. Other agency management providers usually have a [...]
Agency Systems provides insurance agencies of all sizes with reliable, full featured insurance agency management software. Agency Systems provides the finest accounting, Acord forms, carrier integration and client services system in the industry. In addition, Agency Systems is the easiest insurance agency management system to learn and use.
Agency Expert is available in four versions with over a dozen Additional Modules to guarantee you are purchasing a system that will consist of the capabilities you require. Nothing more, nothing less. Agency Expert will not only give you the technology to meet today’s needs but an enormous breadth of capabilities, additional modules and features [...]
Agency Matrix’s solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image, and report you could ever need or want is just a click away.
Jenesis is an Agency Management System developed by Eddie Price, owner of Carolina Insurance Services in Forest City, North Carolina. It was created out of a need to automate and streamline the processing of all aspects of the insurance business.