AgencyPro

AgencyPro is a comprehensive software solution designed to streamline operations and improve efficiency for insurance agencies of all sizes. It caters to a range of professions and industries, including insurance agencies, independent agents, insurance brokers, risk management firms, and insurance consultants.

Key Features

Scalable & Affordable: According to the vendor, AgencyPro offers a suite of agency management systems that can be upgraded to meet the needs of any insurance agency. It provides a range of products that can accommodate different budgets and facilitate seamless migration and growth.

Complete Policy Management: AgencyPro provides comprehensive policy management features, including policy input, updates, and tracking. The system ensures compliance with transactional filing subsystem and helps prevent errors.

Enhanced Client Database: AgencyPro includes an advanced client database with search, filtering, and columnar sort capabilities. It allows for efficient management of client information, including demographics, family members, and notes. The system also offers pre-populated drop-down lists to standardize data entry.

Integrated Document Management: Users can attach various file types directly to the client's file using AgencyPro's integrated document management feature. This eliminates the need for physical paperwork and enables a paperless office environment. Users can easily access and view attached documents within the system.

ACORD Forms Support: AgencyPro supports over 850 ACORD forms, including certificates, binders, and applications for all states. Users can electronically sign and email ACORD forms without printing. The system pre-fills common data between most commercial forms for increased efficiency.

Integrated Email and Adobe PDF Support: AgencyPro includes integrated email functionality for seamless communication. Users can save email history to the client's file for easy reference and utilize Adobe PDF support for enhanced document integration.

Powerful Reporting Capabilities: AgencyPro offers pre-written reports, including X-dates and mailing labels. Users can also create custom reports using the report wizard to extract specific information. The system provides management reports for book of business, commission tracking, and accounting reports.

Download Capability: AgencyPro is compatible with the award-winning Download Manager, allowing for automatic download of client and policy information in ACORD Level 3 format. This feature reduces data entry and helps prevent errors and omissions. Users can easily access and manage downloaded information within the system.

Tickler/Calendar Subsystem: According to the vendor, AgencyPro's tickler/calendar subsystem enables users to set tasks, appointments, and alarms for themselves or groups. The system provides pop-up alarms to remind users of upcoming tasks or appointments, helping them stay organized.