Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A cloud-based platform guarantees that you can avoid the hassle of purchasing and managing servers in your workplace. Agency Office hosts all its applications and websites from a top-tier data center located in the UK, utilizing a robust array of servers that operate on a virtualized infrastructure. These servers are designed with a load-balanced and highly resilient architecture, featuring automated failovers, real-time backups, consistent off-site backups, and redundant hardware systems. The software is tailored for business transfer agents and commercial property agents. Agency Office offers cloud-hosted customer relationship management (CRM) software and leading responsive websites specifically for commercial property and business transfer agents. With cloud-based solutions, you can rest assured that server management is no longer a concern for your offices. Our design follows best practices for menu and screen layouts, ensuring a user-friendly experience through commonality in interface design. By leveraging these advanced technologies, we enhance operational efficiency and provide peace of mind for our clients.
Description
Users can provide real-time rates, contracts and dealer menus via eRating or eContracting. Users can issue policies with electronic signatures, and present products to customers through their own sales channels or their partners. Our network has 140+ partners that allow dealers to connect to the eMenu and DMS systems of their choice. Our policy administration software allows for billing, commissions and cancellations. This allows for seamless coverage rating, contracting and contract remittance. Integrating with your accounting system allows you to create, manage, modify, and change your agents, dealers and coverages. Your agents also have direct access to our Agent Portal. The F&I software allows the Dealer Principal and Field Representatives to access integrated reports for F&I forecasting, sales, and overall dealership performance in real time with powerful analytics.
API Access
Has API
No
API Access
Has API
No
Integrations
Lightspeed DMS
No
Truepic
No
Pricing Details
No price information available.
Free Trial
No
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
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Agency Office
Country
United Kingdom
Website
www.agencyoffice.net/cloud
Vendor Details
Company Name
PCMI
Founded
2005
Country
United States
Website
www.pcmicorp.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
Yes
Policy Management
No
Property & Casualty
Yes
Quote Management
No
Insurance Policy
Cancellation Tracking
No
Claims Tracking
No
Policy Generation
No
Policy Issuance
No
Policy Processing
No
Quotes / Estimates
No
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
No
Underwriting Management
No
Insurance Underwriting and Rating
Broker / Agent Portal
No
Carrier Upload
No
Commercial Lines
No
Comparative Insurance Rating
No
Customer Portal
No
For Casualty Insurance
No
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
No
Multi-State
No
Multiple Line Rating
No
Product Features
Claims Processing
Adjustor Management
Yes
Case Management
Yes
Claim Resolution Tracking
Yes
Co-Pay & Deductible Tracking
Yes
Compliance Management
Yes
Customer Management
Yes
Electronic Claims
Yes
Forms Management
Yes
Paper-Based Claims
Yes
Payor Management
Yes
Policy Administration
Yes
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
Yes
Policy Issuance
Yes
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
Yes
Reinstatement Tracking
Yes
Reinsurance Administration
Yes
Renewal Management
No
Underwriting Management
Yes