Name: AgencyPro
Author: Harris Computer Systems

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Accessibility Testing

Development

Classroom Management

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Data Extraction

Emissions Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Risk Management

Enterprise

Accounting

Digital Banking

Nonprofit Accounting

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Authorization

Cloud Storage

Configuration Management

Data Collaboration

Fraud Detection

Game Engine

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

IoT Security

LAN Switches

License Management

Network Performance Monitoring

Network Security

Open-Source Database

Operating Systems

SOA Governance

Service Desk Outsourcing

Single Sign-On

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audience Intelligence

Content Experience

Content Management

Customer Journey Mapping

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Video

Video Marketing

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Performance Management

Social Commerce

Sales

Virtualization Security

Security

Agriculture

Banking

Donor Management

Equipment Rental

Rental Property Management

Vertical-Specific

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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.

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Beginner

Advanced

BlueMind

AgencyPro

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

Harris Computer Systems

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AgencyPro

Overview

What is AgencyPro?