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. 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...
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