About Special Agent
Special Agent is an agency management system designed primarily for small to mid-sized independent property and casualty insurance agencies that need a practical and affordable alternative to complex enterprise systems.
Special Agent Details
Vendor
Special Agent
Year Launched
1994
Location
PO Box 264 Holbrook, MA 02343, USA
Deployment
cloud, web browser
Training Options
videos, demo
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese.
Users
Insurance Agents, Claims Adjusters, Underwriters, Policyholders, Risk Managers, Insurance Brokers
Industries Served
Insurance, Finance, Property and casualty (P&C) insurance, Insurance brokerage and agency services, Risk and policy management services
Tags
Insurance, Special Agent
Special Agent's In-App Market Place
Does Special Agent have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), CAD (C$), AUD (A$), CNY (¥), INR (₹), RUB (₽)
Pros & Cons
- Simple interface eliminates unnecessary feature bloat, making daily tasks easier for non technical staff
- Live Link carrier bridging reduces manual data entry and saves agents hours during policy processing
- Customer support provides fast personalized help from staff familiar with insurance workflows and terminology
- Platform lacks some advanced marketing automation capabilities commonly included in larger enterprise CRM systems
- Built in email tools are less robust than full featured clients like Microsoft Outlook
Special Agent's Support Options
Email Address
info@specialagent.comContact
781-767-2222