Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Agency Master is an advanced software solution designed specifically for managing insurance agencies in sectors such as trucking, equine, aviation, general commercial, and specialty lines. Whether utilized through the cloud or installed locally, Agency Master facilitates a completely paperless office environment and offers robust features that encompass workflow management, certificate processing, accounting functions, ACORD and company-specific forms, integrated email communication, comprehensive reporting, carrier access, historical data tracking, and additional functionalities. With its user-friendly toolbar and organized task list, Agency Master equips agencies with all the essential tools required for efficient client management and operational excellence. This innovative software aims to streamline processes, enhance productivity, and ultimately improve the overall client experience for agencies across various industries.
Description
Our comprehensive insurance agency management system seamlessly integrates the feeds from carriers, medical prerequisites, clients, policies, and additional compliance and contracting systems into a unified platform.
Equisoft/centralize serves as a cohesive management solution for insurance agencies, facilitating efficient collaboration among all parties involved in the distribution and management of commissions.
The software is equipped with pre-built business processes crafted by professionals with extensive industry experience, empowering your operations.
Key reports, including those on policies sold and commission forecasts, provide critical insights into your agency's performance.
Equisoft/centralize simplifies the monitoring of leads and enhances the productivity of advisors through effective tracking.
The system adeptly manages intricate hierarchy structures for processing payouts, while also clearly identifying any inconsistencies between anticipated and actual compensation.
It accommodates diverse commission frameworks and tailored compensation types, ensuring total integration of all existing data feeds from insurance carriers and medical requirement companies.
This thorough approach not only boosts operational efficiency but also fosters stronger relationships among stakeholders in the insurance ecosystem.
API Access
Has API
No
API Access
Has API
No
Integrations
Equisoft/illustrate
No
Equisoft/manage
No
Microsoft Outlook
Yes
Integrations
Equisoft/illustrate
Yes
Equisoft/manage
Yes
Microsoft Outlook
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Agency Master Insurance Software
Founded
1995
Country
United States
Website
www.agencymaster.net
Vendor Details
Company Name
Equisoft
Founded
1994
Country
Canada
Website
equisoft.com
Product Features
Commercial Insurance
Billing & Invoicing
No
Broker / Agent Portal
No
Claims Management
No
Commission Management
No
Customer Portal
No
Document Management
Yes
Insurance Rating
Yes
Policy Management
Yes
Quote Management
No
Reinsurance Administration
No
Risk Assessment
No
Underwriting Management
No
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
No