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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

This innovative program is now accessible to Independent Agencies and Brokers, boasting a range of powerful and effective features at a highly competitive price. Initially created for our own agency, we found ourselves unable to locate a suitable and budget-friendly solution that met our requirements. With the assistance of a skilled IT friend, we collaborated to outline our desired functionalities for a management system, and he swiftly developed a workable solution that we have continuously improved since then. As our agency expanded, our requirements evolved as well, prompting a transition from a single desktop user model to a comprehensive networked system that enhanced operational efficiency for all staff members. We began incorporating additional lines, carriers, and products, which necessitated improved prospecting capabilities and more intricate reporting structures. Consequently, our needs only continued to grow, leading to the implementation of features such as daily or weekly suspense reporting, seamless mail merging, targeted prospecting based on X-Dates or carriers, automatic renewal alerts, and sub-producer reporting, among others. This ongoing evolution has been pivotal in ensuring our agency remains competitive and responsive to market demands.

Description

Introducing Agency Impact, a robust and dependable solution created with simplicity by retired insurance agents specifically for their peers. It’s designed for seamless use on your PC, laptop, tablet, or smartphone, allowing you to work wherever you are, whenever you need. We have launched an incredibly cost-effective web-based management program for insurance agencies that stands out in today's market. No matter the size of your agency, whether it’s large, small, or anything in between, we take pride in delivering the ultimate solution tailored to your insurance management requirements, representing a sophisticated investment at an affordable price. Agency Impact operates in harmony with your workflow, offering excellence along with exceptional flexibility. Leveraging the power of the Internet, it enables you to instantly share customer information, access important files, and view vital data, empowering you to make informed decisions from your office, while traveling, or from the comfort of your home, ensuring that you are always connected and in control. This innovative platform truly transforms the way insurance agents manage their operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$595 one-time payment
Free Trial
Free Version

Pricing Details

$49 per month
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 Access Pro

Founded

1987

Country

United States

Website

www.agencyaccesspro.com

Vendor Details

Company Name

Agency Impact

Website

www.agencyimpact.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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