Agency Access Pro Description

This innovative program is now accessible to Independent Agencies and Brokers, boasting a range of powerful and effective features at a highly competitive price. Initially created for our own agency, we found ourselves unable to locate a suitable and budget-friendly solution that met our requirements. With the assistance of a skilled IT friend, we collaborated to outline our desired functionalities for a management system, and he swiftly developed a workable solution that we have continuously improved since then. As our agency expanded, our requirements evolved as well, prompting a transition from a single desktop user model to a comprehensive networked system that enhanced operational efficiency for all staff members. We began incorporating additional lines, carriers, and products, which necessitated improved prospecting capabilities and more intricate reporting structures. Consequently, our needs only continued to grow, leading to the implementation of features such as daily or weekly suspense reporting, seamless mail merging, targeted prospecting based on X-Dates or carriers, automatic renewal alerts, and sub-producer reporting, among others. This ongoing evolution has been pivotal in ensuring our agency remains competitive and responsive to market demands.

Pricing

Pricing Starts At:
$595 one-time payment
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Agency Access Pro
Year Founded:
1987
Headquarters:
United States
Website:
www.agencyaccesspro.com

Media

Agency Access Pro Screenshot 1
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Product Details

Platforms
Windows
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support

Agency Access Pro Features and Options

Insurance Agency Software

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

Agency Access Pro User Reviews

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