Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Our premier offering, AgencyPro™ for Windows, equips you with a complete suite of tools essential for managing a nearly "paperless" insurance agency. With its optional Download Module, you can seamlessly obtain client and policy data directly from your Carriers or rating vendors in ACORD® Level 3 format, significantly reducing the need for manual data entry and minimizing the risk of E&O claims. AgencyPro stands out as one of the most all-encompassing agency billing and insurance accounting solutions available in the market today. This robust system covers all aspects of agency accounting, including managing client accounts receivable, handling representative and company payables, reconciling direct bill transactions, and generating invoices and receipts. It operates on both cash and accrual accounting methods, producing essential financial statements such as a Balance Sheet, Income and Expense Report, and Trial Balance. Additionally, it incorporates all the functionalities of EZAgent, providing even greater value. Furthermore, our team of agency accounting specialists is renowned for delivering exceptional support, ensuring you receive the best guidance in the industry. This unparalleled service commitment sets us apart and enhances the overall user experience.

Description

A robust management system is essential for your agency as it serves as its foundation, necessitating a platform that can efficiently oversee your entire operations while adapting to your growth. Applied Epic® stands out as the most widely utilized management software globally, providing comprehensive oversight of your agency across various roles, locations, and lines of business, which includes both property and casualty as well as benefits. With our browser-native Applied Epic software, your team can effortlessly access vital data, reduce software maintenance demands, and swiftly harness the advantages of new features. Construct your agency on a platform that streamlines back-office functions, keeps your front office sales team in sync, and seamlessly integrates with customer service and insurer connectivity solutions. Ensure that your staff enjoys a user-friendly experience, allowing them to efficiently access account and policy information, generate quotes, submit claims, and handle renewals with just a few clicks. This efficiency not only enhances productivity but also boosts employee satisfaction as they navigate their tasks with ease.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Applied Mobile No 
Clarity Wave No 
Formstack No 
Microsoft Outlook No 
MyCarePlan No 
Pathway Insurance Software No 
RenewalCompass No 
Sonant No 
vBots No 

Integrations

Applied Mobile Yes 
Clarity Wave Yes 
Formstack Yes 
Microsoft Outlook Yes 
MyCarePlan Yes 
Pathway Insurance Software Yes 
RenewalCompass Yes 
Sonant Yes 
vBots Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Agency Software

Founded

1988

Country

United States

Website

www.agencysoftware.com/products/agencypro/

Vendor Details

Company Name

Applied Systems

Founded

1983

Country

United States

Website

www.appliedsystems.com

Product Features

Commercial Insurance

Billing & Invoicing Yes 
Broker / Agent Portal No 
Claims Management No 
Commission Management Yes 
Customer Portal No 
Document Management Yes 
Insurance Rating No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Risk Assessment No 
Underwriting Management No 

Insurance Claims Management

CRM No 
Claims tracking No 
Customer portal No 
Document management No 
EDI data exchange integrations No 
Electronic claims No 
Fraud management No 
Reporting No 

P&C Insurance

Billing & Invoicing Yes 
Broker / Agent Portal No 
Claims Management No 
Commission Management Yes 
Customer Portal No 
Document Management Yes 
Insurance Rating No 
Marketing Automation No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management No 

Product Features

Insurance Agency Management

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

Insurance Claims Management

CRM No 
Claims tracking No 
Customer portal No 
Document management No 
EDI data exchange integrations No 
Electronic claims No 
Fraud management No 
Reporting No 

Alternatives

Alternatives

Verity Reviews

Verity

VRC Insurance Systems
Jenesis Agency Management Reviews

Jenesis Agency Management

Jenesis Software
Macaw AMS Reviews

Macaw AMS

Nest Innovative Solutions
Guidewire Reviews

Guidewire

Guidewire Software
Agency Master Reviews

Agency Master

Agency Master Insurance Software