AgencyPro Description
AgencyPro™, our Flagship product for Windows, provides all the tools you need in order to run an almost "paperless" insurance agency. You can download client and policy information automatically from your Carriers or rating vendor in ACORD®, Level 3 format. AgencyPro is the best agency bill insurance accounting system available. It can handle all aspects of agency accounting, including client A/R, rep, and company payables, direct reconciliation, invoicing, and receipts. It can be used on a cash or accrual basis. It produces all financial statements, including a Balance Sheet and Income and Expense Report as well as a Trial Balance. It also contains all the features of EZAgent. Our agency accounting experts are the best in the business.
Integrations
No Integrations at this time
Company Details
Company:
Agency Software
Year Founded:
1988
Headquarters:
United States
Website:
www.agencysoftware.com/products/agencypro/
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online
AgencyPro Features and Options
Commercial Insurance Software
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
P&C Insurance Software
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