What is AgencyPro?

Industry Specialties: Property and casualty (P&C) insurance

AgencyPro helps modern-day insurers automate business processes and improve workflow management through complete digitization. Its central database standardizes the input and tracking of all transaction data and policy information. Agents get global access to client information, carrier policy changes and rate quotations in ACORD Level 3 format. Automated data entry removes errors and omissions and monitors business productivity. Its intuitive reporting module tracks enrollments and renewals, pre-fills client information on commercial forms, schedules follow-ups, generates mailing labels and much more.

Its accounting portals include both direct and agency billing. It tracks both cash and credit transactions, company payables and agent commissions to generate balance sheet statements and trial balance, income and expenditure reports. Insurers can automatically generate receipts and statements for every transaction to save time and improve efficiency.

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AgencyPro Pricing

Based on our most recent analysis, AgencyPro pricing starts at $0.

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Starting From: $0
Pricing Model: Still gathering data
Free Trial: Still gathering data

AgencyPro Benefits and Insights

Why use AgencyPro?

Key differentiators & advantages of AgencyPro

All-in-one System: Access practice management, agency billing and comprehensive accounting tools under one roof.
Comprehensive Forms Database: Provides access to over 850 ACORD forms for all states with various WYSIWYG modes.
Customizable UI: Modify the look and feel of the platform with selectable skins to represent the brand.
Specialized Accounting Support: Get help for all accounting tasks from accounting experts.

Industry Expertise

Designed for the insurance industry for use by independent agents, agencies and brokerages.

Key Features

Accounting: Supports agency and direct bill accounting. Track payments from clients, company payables, commissions, balance sheet, expense and income. Reconcile direct bills, minimize errors and omissions (E&O) and track productivity.
Invoicing: Verify invoices and statements against client account receivables. Use the checkbook manager tool to track print checks and accounts.
Policyholder Database: Maintain a consolidated insured database, including information on family members and demographics. Bulk issue certificates to policyholders and send insurance certificate holder reports to the agency’s carriers. Organize the database with advanced search, filtering, pre-populated drop-down lists and columnar sort.
ACORD Form: Access over 850 ACORD forms, including binders, apps and certs. Electronically sign forms and use existing database information to populate limits and deductibles automatically. Drill deeper into forms with various WYSIWYG modes.
Document Management: Attach multiple types of documentation to policyholder files, including images, Excel, PDF, videos, audio and more.
Data Pre-Fill: Draw on database information to pre-fill common data in commercial forms. Automatically populate vehicle information on ID cards based on the vehicle database.
Reporting: Run reports on income and expenses, earned premium, balance sheet, aged receivables and mailing labels. Extract granular data with the custom report wizard tool. Get access to over 200 commercial surveys.
Reminders and Alerts: Mark client notes with ticklers for future follow-up. Get automated notifications for important events, hearings and touchpoints. Manage others’ schedules and set tasks and alerts.
Sales Templates: Choose from a library of over 100 built-in sales letters.
Permissions: Allow administrators to limit employee and policyholder access to sensitive information.
Email Integration: Seamlessly integrate with external email providers. Connect insureds’ profiles with their email histories.
Today Screen: Keep track of the 20 most recent clients, ACORD forms, policies and images for immediate reference.
WebView Technology: Connect to more than 130 carrier websites for faster and more accurate quotes.

Suite Support

The vendor provides dial-in tech support via desktop sharing applications, such as VNC, Gotomypc and DWService.

Email: [email protected].

Phone: 1-800-342-7327.

Training: Manuals and install documents, as well as online tutorials, are available via the vendor’s website.

Tickets: Not specified.

AgencyPro Reviews & Pricing