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Average Ratings 0 Ratings
Description
Eclipse provides independent insurance agencies with powerful features that fit their budgetary needs seamlessly. This platform is perfect for managing data and achieving sales objectives efficiently. It eliminates the hassle of searching for client information and resolving issues with third-party accounting systems. With Eclipse, agencies can streamline numerous manual tasks, allowing agents to focus more on engaging with both existing and potential clients. The Eclipse Agency Management System utilizes a straightforward per-user pricing structure. This pricing approach ensures that agencies have a transparent understanding of their software costs, giving them the ability to manage their budget effectively. As your agency expands and you bring in additional agents, these new hires will simply count as new users within the system. Furthermore, if your agency expands to new locations or takes over other agencies, Eclipse's Multi-Agency feature enables seamless scalability to accommodate your growing business needs. Ultimately, Eclipse empowers agencies to adapt and thrive in a competitive market.
Description
This software system for agency management, marketing, and tracking is tailored to help independent agents and agencies operate more effectively by implementing industry best practices. Initially, it operates in an administration mode, where the administrator, after logging in, undertakes a setup procedure that includes adding details about agents, information about carriers, sources of leads, and the letters for drip campaigns. Furthermore, the administrator can enter commission details for both groups and individuals, craft and upload personalized letters, and establish accounts for all group and individual clients associated with each agent. The software also enables the administrator to conduct queries based on various criteria, including carrier, lead source, type of lead, and agent. Additionally, it provides the capability to generate comprehensive reports that highlight performance metrics, such as the ratio of successful sales to unresponsive leads and the number of sales compared to callback attempts, thus enhancing the overall strategic decision-making process.
API Access
Has API
API Access
Has API
Integrations
BullseyeCoverage
Dash
Pricing Details
No price information available.
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
North American Software Associates
Founded
1982
Country
United States
Website
www.nasasoft.com
Vendor Details
Company Name
Business Assistant
Founded
2007
Country
United States
Website
www.LTSPro.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