Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
NOBL represents a cutting-edge evolution in agency management systems, prioritizing the oversight of daily operations related to insurance trust accounts and ensuring financial stability for premiums, which distinguishes it from traditional systems. By utilizing advanced trust ledger accounting and innovative outsourcing technology for trust accounts, NOBL maximizes workflow efficiency and dramatically improves operational productivity for property and casualty (P&C) insurance agencies. Similar to payroll services, agencies simply submit their source documents, while Paulmar, the designated outsourcing partner, takes charge of managing premiums from the point of transaction until they are completely disbursed to the rightful owners. The integration of NOBL occurs seamlessly with new accounts and renewals, ensuring that the agency's daily activities continue without interruption. This groundbreaking technology is fully prepared for deployment and is set to significantly boost the performance of P&C independent agencies, making them not just more productive but also substantially more efficient in their operations. As a result, agencies can expect a transformation in their financial processes that could lead to enhanced profitability and client satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
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
Paulmar Group
Founded
2009
Country
United States
Website
www.paulmartrustaccounting.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
P&C Insurance
Billing & Invoicing
No
Broker / Agent Portal
No
Claims Management
No
Commission Management
No
Customer Portal
No
Document Management
No
Insurance Rating
No
Marketing Automation
No
Policy Management
No
Quote Management
No
Reinsurance Administration
No
Underwriting Management
No
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No