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Agency Pro description
Agency Pro is a comprehensive insurance agency management software designed for mid-sized agencies in the USA. It offers a suite of tools to digitize and automate agency operations, from client and policy management to accounting and reporting. Its key features include ACORD form automation, direct bill reconciliation, and a client portal. Agency Pro sets itself apart with its integrated accounting system and comprehensive reporting capabilities. It promises to streamline workflows, reduce errors, and improve efficiency for insurance agencies.
Who is Agency Pro best for
Agency Pro is a comprehensive insurance agency management software ideal for mid-sized US agencies. It offers tools to automate operations, including client and policy management, accounting, and reporting. Users appreciate features like ACORD form automation, direct bill reconciliation, and the integrated accounting system. Agency Pro helps streamline workflows, reduce errors, and improve efficiency.
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Best fit for mid-sized agencies (101-1000 employees) in the USA.
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Specifically designed for the finance, banking, and insurance sector.
Agency Pro features
Supported Provides a comprehensive and easy-to-use general ledger accounting system that automatically generates the entire accounting picture from policy input, eliminating the need for double entry. |
Supported Offers an enhanced client database with filtering, advanced search, columnar sort, and pre-populated drop-down lists to standardize data entry. |
Supported Includes all 850+ ACORD forms, including certificates, binders, and applications for all states. |
Supported Provides comprehensive policy management and x-date tracking. |
Supported Offers integrated document management, allowing users to attach any file type (pictures, PDF, email, Excel, movies, sound, etc.) to a client's file. |
Supported Includes a checkbook manager that keeps track of all accounts and allows users to print checks. |
Supported Provides time- and rep-stamped client notes that automatically set ticklers for follow-up. |
Agency Pro alternatives
NowCertsStreamlines insurance agency tasks, boosts efficiency, and simplifies client management.Read more
Applied Digital AgencyStreamlines insurance agency workflows, boosting efficiency and client satisfaction.Read more
Agency Pro FAQ
Agency Pro is US insurance agency management software for mid-sized agencies. It offers tools to digitize and automate operations, including client and policy management, accounting, and reporting. It features ACORD form automation, direct bill reconciliation, and a client portal for streamlined workflows and improved efficiency.
What is Agency Pro and what does Agency Pro do?
Agency Pro is US insurance agency management software for mid-sized agencies. It offers tools to digitize and automate operations, including client and policy management, accounting, and reporting. It features ACORD form automation, direct bill reconciliation, and a client portal for streamlined workflows and improved efficiency.
Agency Pro integrates its accounting system directly into its core functionality, eliminating the need for separate accounting software. It also manages all ACORD forms, facilitating seamless data exchange. Further integration details are not available.
How does Agency Pro integrate with other tools?
Agency Pro integrates its accounting system directly into its core functionality, eliminating the need for separate accounting software. It also manages all ACORD forms, facilitating seamless data exchange. Further integration details are not available.
Top alternatives to Agency Pro include ACS 2000 for comparative rating, AgentSync for agent management, Partner Platform and NowCerts for agency management, Applied Epic for comprehensive agency operations, and Bridge for streamlined workflows and productivity.
What the main competitors of Agency Pro?
Top alternatives to Agency Pro include ACS 2000 for comparative rating, AgentSync for agent management, Partner Platform and NowCerts for agency management, Applied Epic for comprehensive agency operations, and Bridge for streamlined workflows and productivity.
Yes, Agency Pro is a legitimate insurance agency management software. It's designed for mid-sized agencies in the USA, offering tools to automate operations and improve efficiency. With positive ratings, it appears to be a safe and reliable choice for agencies seeking enhanced client and policy management.
Is Agency Pro legit?
Yes, Agency Pro is a legitimate insurance agency management software. It's designed for mid-sized agencies in the USA, offering tools to automate operations and improve efficiency. With positive ratings, it appears to be a safe and reliable choice for agencies seeking enhanced client and policy management.
I couldn't find pricing information for Agency Pro. Contact the vendor directly to determine if Agency Pro is worth the investment for your needs.
How much does Agency Pro cost?
I couldn't find pricing information for Agency Pro. Contact the vendor directly to determine if Agency Pro is worth the investment for your needs.
There is no information available about Agency Pro's customer service.
Is Agency Pro customer service good?
There is no information available about Agency Pro's customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
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