AgencyPro

Additional features

Comprehensive General Ledger Accounting System

Full accounting system designed specifically for insurance agencies.

Easy-to-Use Accounting

System designed to be user-friendly for agency staff.

Automatic Accounting Generation from Policy Input

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

Direct and Agency Bill Accounting Support

Handles both direct bill and agency bill accounting methods.

Track Client Payments

Monitors and records payments from clients.

Track Rep Commissions

Manages and tracks commission payments to sales representatives.

Track Company Payables

Manages and tracks payments owed to insurance companies.

Track Income and Expenses

Monitors and categorizes agency income and expenses.

Balance Sheet Generation

Produces Balance Sheet financial statements.

Easy-to-Use Direct Bill Reconciliation

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

Client Account Receivables (A/R) Management

Manages client accounts receivable.

Invoicing

Generates invoices for clients.

Statements

Creates client statements of account.

Checkbook Manager

Manages agency checkbooks and prints checks.

Four Hours of Free Accounting Training

Includes complimentary accounting training to help users get started.

Chart of Accounts Setup Included

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

Cash or Accrual Basis Accounting

System can operate on either cash or accrual accounting methods.

Financial Statements

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

Client Database, ACORD Forms & Reporting Features

Enhanced Client Database

Improved client database system for managing customer information.

Client Database Filtering

Allows filtering of client data for targeted views and lists.

Advanced Client Database Search

Robust search functionality to find specific client records.

Columnar Sort in Client Database

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

Pre-populated Drop-Down Lists

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

Comprehensive Policy Management

Full policy management features to track and manage insurance policies.

X-Date Tracking

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

Transactional Filing Subsystem

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

Family Members/Demographics Database

Database to store information on client family members and demographics.

Integrated Document Management

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

Attach ANY File Type

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

All 850+ ACORD Forms

Includes a comprehensive library of over 850 ACORD forms.

ACORD Forms for All States

Forms library covers requirements for all US states.

Includes Certs, Binders, and Apps

Library includes certificates, binders, and application forms.

Electronic Signature for ACORD Forms

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

Time and Rep Stamped Client Notes

Client notes are automatically time and representative stamped for accountability.

Tickler System

Integrated tickler system for follow-up reminders.

Calendar Subsystem

Integrated calendar system for scheduling and appointments.

Integrated Security

Security features to control employee access to information.

Certificate Holders Database

Database specifically for managing certificate holders.

Certificate Holder Report

Generates reports for certificate holders to provide to carriers.

Integrated Email

Built-in email functionality.

Adobe® PDF Support

Integrates with Adobe PDF for document handling.

Save Email History to Client File

Automatically saves email correspondence to client files.

Vehicle Database

Database to store vehicle information.

Pre-fills Vehicle Information to ID Cards

Automatically populates vehicle information onto ID cards and other forms.

Pre-fill of Common Data between Commercial Forms

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

Selectable WYSIWYG Modes for Forms Viewing

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

Integrated Survey Module

Includes a survey module with pre-built surveys.

200+ Commercial Surveys

Library of over 200 commercial insurance surveys.

Coverage Database

Database to store coverage information.

Pre-fills Limits/Deductibles to ACORD Forms

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

Many Reports

Wide variety of pre-built reports available.

Income & Expense Report

Generates Income and Expense reports.

Balance Sheet Report

Generates Balance Sheet reports.

Earned Premium Report

Generates Earned Premium reports.

Aged Receivables Report

Generates Aged Receivables reports.

X-Dates Report

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

Mailing Labels

Prints mailing labels from client data.

Custom Report Wizard

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

Word Processor

Integrated word processor for document creation.

100+ Pre-written Sales Letters

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

Automatic Client Merge (Word Processor)

Mail merge functionality to personalize letters with client data.

Other Features

Today Screen

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

WebView Technology

Automatically navigates and logs users into over 130 carrier websites.

Agency Software Printer

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

Tickler/Calendar Subsystem with Pop-Up Alarms

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

Manage User Schedules

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

Set Tasks, Appointments, Alarms

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

Compatible with Award-Winning Download Manager

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

User Selectable Skins

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

Cloud Hosted Version

Option to host AgencyPro in the cloud for remote access.

Toll-Free 800 Tech Support

Provides toll-free technical support via an 800 number.

Microsoft SQL Server Version Upgrade

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