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Average Ratings 0 Ratings
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Description
The desktop comparative rating and client management solution is designed specifically for agency use as a stand-alone application. Its user-friendly yet robust interface is complemented by comprehensive help resources. This software facilitates complete underwriting processes while applying all applicable discounts and surcharges. Users can acquire real-time quotes straight from the systems of participating carriers, offering more lines of business than any competing rating vendor. It allows you to consolidate your quotes for Auto, Motorcycle, Home, Dwelling Fire, Mobile Homeowners, and Residential Estimates into a single client database. ACS intelligently retains your responses, eliminating the need to re-enter answers for the same quote. You can also store default coverage options to enhance efficiency. The application features automatic databases for Vehicle & Territory searches, which include company-specific symbols and ISO-Verisk Strategic Alliances protection class look-ups. Additionally, it provides the ability to print quotes from one or multiple companies and email quotes, proposals, and applications directly. Free trials, walkthroughs, and training sessions are readily available upon request, ensuring users can maximize their experience. Lastly, responsive technical support is offered through various channels, including phone, chat, remote access, or email, ensuring help is always at hand when needed.
Description
Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agency Computer Systems
Founded
1979
Country
United States
Website
www.acs2000.net/Product/Product
Vendor Details
Company Name
J&J Technology Consulting
Founded
2007
Country
United States
Website
www.jjtechnologyconsulting.com
Product Features
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
