Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
IMS Pro is an online insurance management solution designed specifically for vehicle insurance clubs, agencies, and brokers. This software integrates a personalized website with comprehensive CRM functionalities to handle leads, manage customer records, oversee policies, process claims, and track payments and invoices. Teams can easily review inquiries and customer data, access detailed vehicle policy information, and monitor the statuses of claim records. Additionally, the platform includes website management tools that enable teams to update and maintain content on their branded site effectively, while also supporting the routine administration of customer and policy records. Aimed at organizations involved in vehicle insurance workflows, as well as the agencies and brokers that assist them, this software offers flexibility in pricing tailored to meet specific business needs. Furthermore, the user-friendly interface ensures that all team members can navigate the system effortlessly.
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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
Contact for pricing
Pricing is customized according to business requirements.
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Technaz
Founded
2026
Country
Australia
Website
technaz.com.au
Vendor Details
Company Name
Business Assistant
Founded
2007
Country
United States
Website
www.LTSPro.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
Yes
Contact Management
Yes
Document Management
No
Insurance Rating
No
Life & Health
Yes
Policy Management
No
Property & Casualty
Yes
Quote Management
No