Acord Forms

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83835

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800.342.7327

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208.762.1265

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208.762.7188

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agencysoftware.com

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"Mini-Management" Software for the Growing Insurance Agency

The Newest member of the Agency Software, Inc. family, EasyApps Professional offers a nice 'in-between' product for smaller agencies that aren't ready for a full agency management system, but need more than just EasyApps 32-bit offers.

. Enhanced Client Database with Filtering, Advanced Search, Columnar Sort, and Drop-Down Lists to standardize data entry.
. All 600+ ACORD Forms® forms installed.  Certificates, Binders, ID Cards, and All State Specific Applications included and updated monthly.
. Authorized ACORD® Vendor since 1995.
. Ability to Electronically Sign forms.  Sign and email without printing first
. Expanded field formatting.  
. "Drop down" company list on forms
. True certificate holder's database.  Fill out one cert and send to hundreds of Certificate Holders.
. Integrated Email and Adobe® PDF support.  Save email history to client's file.
. Vehicle and Driver Databases pre-fills ID cards, business auto & vehicle schedule applications
. Pre-fill of common data (limits, detail, etc.) between most commercial forms
. Selectable WYSIWYG Modes for enhanced viewing of forms
. Integrated Survey module with 200+ commercial Surveys
. Comprehensive Policy Management including X-Date Tracking
. Coverage Database - Prefills Limits/Deductibles to ACORD forms
. Many Reports - including X-Dates, Open Binder, Mailing Labels.
. Easy to Use Custom Report Wizard - Extract any Information you need!
. Word Processor with many Insurance Sales Letters. Automatic Client Merge.
. Time and Date Stamped Client Notes. Automatically Set Ticklers for follow up.
. Tickler/Calendar Subsystem with Pop-Up Alarms.  Set appointments, tasks or alarms for yourself or anyone else in the agency.
. User Selectable Skins to customize the look and feel of EasyApps Professional
. Optional Document Management - Attach ANY file type (Pictures, PDF,  Email, Excel, MS Word, movies, sound, etc.) to Client's file. 
. 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.
. Upwardly compatible with AgencyProT for Windows as your Agency Grows
. Toll free 800 tech support (Best Hand Holding Department in the Industry!)


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EasyApps Professional Requirements:

  • WINDOWS: '98,2000, XP, or Vista Business - 50-70 MB HD Space - 256 MB memory
  • Fully network capable.

 

Free telephone training included. Tutorials on CD ROM.

Price: $695.00 per Agency at one Location - up to 5 users.
Additional companies/locations must register and pay appropriate site fees.

Technical support and updates: Free 1st year - optional $250 yearly fee thereafter (excellent value) extends technical support, ACORD form updates, and program enhancements.
 

I'm Confused.  Show me the Difference between your systems.


View screen shots of EasyApps Pro ACORD insurance form software for Windows.


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