AgencyPro™ for Windows, has ALL of the tools you need to run a virtually "paperless" insurance agency.
Main features:
- 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.
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