AgencyPro

Full accounting system designed specifically for insurance agencies.

System designed to be user-friendly for agency staff.

Accounting entries are automatically created from policy data entry, eliminating double entry and potential errors.

Handles both direct bill and agency bill accounting methods.

Monitors and records payments from clients.

Manages and tracks commission payments to sales representatives.

Manages and tracks payments owed to insurance companies.

Monitors and categorizes agency income and expenses.

Produces Balance Sheet financial statements.

Simplifies the process of reconciling direct bill statements from insurance carriers.

Manages client accounts receivable.

Generates invoices for clients.

Creates client statements of account.

Manages agency checkbooks and prints checks.

Includes complimentary accounting training to help users get started.

Assistance with setting up the agency's chart of accounts.

System can operate on either cash or accrual accounting methods.

Produces essential financial statements including Balance Sheet, Income & Expense Report, and Trial Balance.

Improved client database system for managing customer information.

Allows filtering of client data for targeted views and lists.

Robust search functionality to find specific client records.

Enables sorting of client data by columns for easy analysis and organization.

Standardizes data entry with pre-populated drop-down lists, improving data consistency.

Full policy management features to track and manage insurance policies.

Tracks policy expiration dates (X-Dates) for renewal management.

Automatically files transactions to prevent Errors and Omissions (E&O) and track productivity.

Database to store information on client family members and demographics.

Built-in system to manage and attach documents to client files.

Supports attaching various file types including pictures, PDFs, emails, Excel files, movies, and sound files.

Includes a comprehensive library of over 850 ACORD forms.

Forms library covers requirements for all US states.

Library includes certificates, binders, and application forms.

Ability to electronically sign ACORD forms and email them without printing.

Client notes are automatically time and representative stamped for accountability.

Integrated tickler system for follow-up reminders.

Integrated calendar system for scheduling and appointments.

Security features to control employee access to information.

Database specifically for managing certificate holders.

Generates reports for certificate holders to provide to carriers.

Built-in email functionality.

Integrates with Adobe PDF for document handling.

Automatically saves email correspondence to client files.

Database to store vehicle information.

Automatically populates vehicle information onto ID cards and other forms.

Automatically pre-fills common data fields across commercial forms to reduce redundant data entry.

Offers selectable WYSIWYG (What You See Is What You Get) modes for enhanced form viewing.

Includes a survey module with pre-built surveys.

Library of over 200 commercial insurance surveys.

Database to store coverage information.

Automatically pre-fills coverage limits and deductibles onto ACORD forms.

Wide variety of pre-built reports available.

Generates Income and Expense reports.

Generates Balance Sheet reports.

Generates Earned Premium reports.

Generates Aged Receivables reports.

Generates reports focused on policy expiration dates (X-Dates).

Prints mailing labels from client data.

Easy-to-use wizard to create custom reports and extract specific data.

Integrated word processor for document creation.

Includes a library of over 100 pre-written sales letters.

Mail merge functionality to personalize letters with client data.

Displays recently accessed clients, policies, forms, and images for quick navigation.

Automatically navigates and logs users into over 130 carrier websites.

Allows attaching pictures of printable items (DEC sheets, PDFs, emails, etc.) directly to customer files.

Integrated tickler and calendar system with pop-up reminders for tasks and appointments.

Ability to manage schedules for multiple users from a central location.

Users can set tasks, appointments, and alarms for themselves or groups.

Works with Agency Software's Download Manager for data import.

Allows users to customize the visual appearance of AgencyPro with selectable skins.

Option to host AgencyPro in the cloud for remote access.

Provides toll-free technical support via an 800 number.

Option to upgrade to a Microsoft SQL Server version for enhanced performance and scalability.