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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
Paper Tracker stands out as one of the most sophisticated tools available for process servers in today's market. With the capability to operate from any location with internet access, it eliminates the need for specialized hardware and is compatible with Windows, Mac, and Linux through browsers like Chrome, IE, and Firefox, making it an excellent choice for businesses with remote employees or multiple branches. Users can efficiently monitor and create invoices, service proofs, field sheets, and billing statements for outstanding balances while organizing statements by case number, managing accounts receivable and payable, and maintaining a check register. Additionally, the Client Web Portal significantly cuts down on office calls by allowing clients to check the real-time status of their jobs, print returns, invoices, and statements, and access any documents that have been made visible to them. The mobile application enhances functionality by providing servers with routing directions for their assigned tasks, enabling them to record service attempts and details, and facilitating the upload of GPS timestamped photos linked to each job. This combination of features not only streamlines the workflow for process servers but also improves client communication and transparency.
API Access
Has API
API Access
Has API
Integrations
Internet Explorer
Mozilla Firefox
QuickBooks Enterprise
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$50 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 Software
Founded
1988
Country
United States
Website
www.agencysoftware.com/products/agencypro/
Vendor Details
Company Name
Caffeine Code Inc.
Founded
2016
Country
United States
Website
www.papertracker.biz/process-server-software
Product Features
Commercial Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management
Insurance Claims Management
CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting
P&C Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management