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AgencyPro Insurance manage software application

AgencyPro is agency software developed for insurance companies, intermediaries and underwriting agencies. Suitable for organisations with multiple insurance plans, including auto, home, health, accident, causality and life assurance.

AgencyPro software screenshot

AgencyPro software screenshot


The software features ACORD form management, ledger accounting, accounts payable, accounts receivable, transaction reconciliation, advanced reporting and more.


AgencyPro is based on Microsoft SQL database server, which enables it to handle multiple users simultaneously. The software allows users to search by filtering, advanced search, pre-populated drop-downs or columns to standardise data entry. Inbuilt document management enables users to attach any file type to a client file, including PDF, pictures, email, sound, video and more.


AgencyPro is available on-premises and cloud-based deployment. It offers built-in video tutorials for training users and online updates for software upgrades.

The software has different varieties

Agency2Go

This is their newest member of the  software systems. It has all of the features that a user would expect from an industry leading insurance software company - all available from the convenience of the user's web browser.
 From CRM and commission tracking to document management, policy tracking and applications and certificates - Agency2Go does it all. With a Microsoft SQL Server back-end and hosted on Amazon Web Services, Agency2Go can accommodate from 1-99 simultaneous users. Sell and Service from Anywhere!

AgencyPro

This is the Flagship product, AgencyPro™ is a powerhouse system. It has complete general ledger accounting, receivables, payables, direct bill reconciliation, ad hoc reporting, policy, document and ACORD forms management, and comprehensive carrier download. The Microsoft SQL Server version of AgencyPro can accommodate from 2-99 simultaneous users. AgencyPro offers nearly all of the features of the big guys - at a fraction of the upfront and annual costs.

EZAgent


This has the tools needed to run a virtually "paperless" insurance agency. It has all of the features of AgencyPro except accounting. EZAgent offers a unique feature called Webview that automatically navigates to and then logs you in to nearly 200 carrier websites. No more confusing layers of browsers on your desktop, or passwords on sticky notes!


And many more

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