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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

My Efact is an innovative paperless office solution that offers features such as scanning, secure email, and archiving, making it a comprehensive online document management system. Transitioning to a paperless environment can lead to significant savings in both time and expenses. Various sectors, including law firms, insurance companies, and businesses of all sizes, are increasingly adopting paperless office strategies; can you really afford the cost of having staff rummaging through filing cabinets in search of paper documents? To discover more about establishing a paperless office with My Efact Paperless Office, please watch our brief video above and explore our dedicated blog page on paperless office solutions for additional insights. Embracing this technology not only enhances efficiency but also contributes to a more sustainable way of operating.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Arcserve UDP No 
Arctera Backup Exec No 
Microsoft Outlook Yes 

Integrations

Arcserve UDP Yes 
Arctera Backup Exec Yes 
Microsoft Outlook No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$49 per month
Free Trial Yes 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Agency Master Insurance Software

Founded

1995

Country

United States

Website

www.agencymaster.net

Vendor Details

Company Name

My Efact

Country

United States

Website

myefact.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

Document Management

Access Controls No 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control No 

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