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Our Flagship product, AgencyPro™ for Windows, has ALL of the tools
you need to run a virtually "paperless" insurance agency.
Our low up front cost and maintenance fees make AgencyPro the Best
Value in the Insurance Software
Industry!
. Comprehensive and EASY TO USE Direct and
Agency Bill General Ledger Accounting System. Track Client
Payments, Rep Commissions, Company Payables, Income and Expense,
Balance Sheet. Entire Accounting Picture is Automatically
Generated from Policy Input. QuickBooks® doesn't do this and
causes double entry.
. Easy to Use Direct Bill Reconciliation. Saves time and
catches errors.
. Complete Client Account Receivables with Invoicing and Statements
. Checkbook Manager - Keeps Track of all your Accounts and Print
Checks.
. Four hours of Free Accounting Training included. We setup of your
Chart of Accounts.
. Enhanced Client Database with Filtering, Advanced
Search, Columnar Sort, Pre-populated Drop-Down Lists to standardize
data entry.
. Comprehensive Policy Management and X-Date Tracking.
. Transactional Filing Subsystem Automatically Prevents E&O and
tracks productivity.
. Family Members/Demographics Database
. Integrated Document Management - Attach ANY file type (Pictures, PDF, Email,
Excel, MS Word, movies, sound, etc.) to Client's file.
. All 600+ ACORD® Forms including Certs, Binders, and Apps for all
states
. Ability to Electronically Sign ACORD forms. Email without
printing first.
. Time and Rep Stamped Client Notes. Automatically Set Ticklers for
follow up.
. Integrated Security ( lets you choose which employees see what
information)
. Powerful Certificate Holders Database. Fill out one single
cert and send to hundreds of holders. Includes Cert Holder
Report to give to your carriers.
. Integrated Email and Adobe® PDF support. Save Email History
to Client's file.
. Vehicle Database Pre-fills vehicle information to ID cards, etc.
. Pre-fill of Common Data between most
commercial forms
. Selectable WYSIWYG Modes for enhanced viewing of forms
. Integrated Survey module with 200+ commercial Surveys
. Coverage Database - Pre-fills Limits/Deductibles to ACORD forms
. Many Reports - including Income & Expense, Balance Sheet,
Earned Premium, Aged Receivables, X-Dates, Mailing Labels, and Many
More!
. Easy to Use Custom Report Wizard - Extract any Information you need!
. Word Processor with 100+ pre-written sales letters. Automatic Client Merge.
. Tickler/Calendar Subsystem with Pop-Up Alarms. Manage any
user's schedule from your computer. Set Tasks, Appointments or
Alarms for yourself or groups.
. Compatible with our Award
Winning Download Manager. Automatically downloads client
and policy information from your Carriers or rating vendors in ACORD
Level 3 format. Saves lots of Data Entry and prevents
E&O.
. User Selectable Skins to customize the Look and Feel of the
AgencyPro.
. Online version now available. Access your data from any web
browser in the world.
. Toll free 800 tech support - Best 'Hand Holding Department'
in the industry!
*** NEW *** Now Integrated with PaperPort Pro© Scanning
and DocStar© Document Management
Software for even More Powerful Document Management
***NEW!*** Microsoft SQL Server 2005 Version Upgrade Now Available. Click Here for
details.
SHOW ME A QUICK DEMO
System Requirements:
> Standalone or Server::
• Pentium 500 or better (1G recommended)
• 256 MB Ram (512 recommended)
• 125 MB HD space free (250 recommended)
• Windows 98, 2000, XP Pro, or Vista Business
• Internet connection for Updates
• Internet Explorer version 6 or greater
Complete System Configuration
Requirements
Pricing
(Non-SQL Version):
• Up-Front Pricing - No Long Term Contracts!
• 1 to 5 users - $2,500
• Each additional user - $500 each
• Tech support - 1st year support Included, $995 year thereafter. ($250
per year for each additional user over 5)
Pricing
(MS SQL Server Version):
• 1 to 5 users - $3,500
• Each additional user - $700 each
• Tech support - 1st year support included, $1,495 year thereafter.
($250
per year for each additional user over 5)
NO ONE offers this much Quality Software for so Little!
Call us to see how you can Lease/Purchase for as little as $125 a month!!!
For more information on this Exciting Management System CALL US
TODAY! It will revolutionize your business.
I'm Confused. Show
me the Difference between your systems.
Download your Free Demo Copy of AgencyPro Here!
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