Acord Forms
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215 W Commerce Dr
Hayden Lake, ID
83835

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800.342.7327

fax
208.762.1265

local
208.762.7188

salesinfo@
agencysoftware.com

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EZAgent has the common tools needed to run a virtually "paperless" insurance agency. Our low up front cost and maintenance fees make EZAgent a Great Value in the Insurance Software Industry!  

. 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

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 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, Vista Business, or Windows 7
• Internet connection for Updates
• Internet Explorer version 6 or greater

Pricing
• Up-Front Pricing - No Long Term Contracts!
• 1 to 5 users - $1495
• Each additional user - $250 each
• Tech support - 1st year support Included,
      $500 year thereafter for 1 to 5 Users.
      ($120 per year for each additional user over 5) 

NO ONE offers this much Quality Software for so Little!


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.

 
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