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Software Status:Active

About AgencyPro

AgencyPro is a productivity software from Agency Software designed for agencies to manage their operations efficiently. It combines productivity and scalability so agencies can effectively handle projects and resources. This platform offers features that support task management, team collaboration, and performance tracking. With these capabilities, users can gain insights into project milestones, resource allocation, and performance metrics. Key capabilities: task management team collaboration performance tracking resource allocation project insights Best for: agencies that need to manage projects and resources effectively.

AgencyPro Details

Vendor
Agency Software
Year Launched
1988
Location
215 W. Commerce Drive Hayden Lake, ID 83835
Deployment
cloud, on premise, windows, linux
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Chinese, Japanese, Korean, Arabic
Users
Insurance Agents, Agency Owners, Accountants, Policy Administrators, Customer Support Staff, Underwriters, Brokers
Industries Served
Insurance, Property and Casualty Insurance, Commercial Insurance, Personal Insurance, Financial Services, Agency Management
Tags
Commercial Insurance, Insurance, P&C Insurance

AgencyPro's In-App Market Place

Does AgencyPro have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), CNY (¥), INR (₹), MXN (Mex$), SGD (S$).

Pros & Cons

  • Comprehensive Feature Set: Offers a wide range of features for agency management, accounting, client & policy management, and more.
  • Strong Accounting Capabilities: Full agency accounting system, including GL, invoicing, reconciliation, and financial reporting.
  • Easy to Use (Claimed): Marketed as "easy-to-use" with features like direct bill reconciliation and custom report wizard.
  • Good Customer Support (Claimed): Highlights "best 'hand-holding' department" and toll-free tech support.
  • Paperless Agency Focus: Designed to help agencies operate without paper.
  • ACORD Forms Management: Includes and manages a vast library of ACORD forms with e-signature.
  • Windows-Based: Flagship product is for Windows, potentially limiting platform compatibility.
  • Download Module is Optional: Key feature for data automation is not included standard and may cost extra.
  • No Pricing Information: Website doesn't provide pricing details, making it hard to assess cost-effectiveness upfront.

AgencyPro's Support Options

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