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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Our premier offering, AgencyPro™ for Windows, equips you with a complete suite of tools essential for managing a nearly "paperless" insurance agency. With its optional Download Module, you can seamlessly obtain client and policy data directly from your Carriers or rating vendors in ACORD® Level 3 format, significantly reducing the need for manual data entry and minimizing the risk of E&O claims. AgencyPro stands out as one of the most all-encompassing agency billing and insurance accounting solutions available in the market today. This robust system covers all aspects of agency accounting, including managing client accounts receivable, handling representative and company payables, reconciling direct bill transactions, and generating invoices and receipts. It operates on both cash and accrual accounting methods, producing essential financial statements such as a Balance Sheet, Income and Expense Report, and Trial Balance. Additionally, it incorporates all the functionalities of EZAgent, providing even greater value. Furthermore, our team of agency accounting specialists is renowned for delivering exceptional support, ensuring you receive the best guidance in the industry. This unparalleled service commitment sets us apart and enhances the overall user experience.

Description

CoverWallet for Agents, a division of Aon, is an innovative technology platform that offers insurance agents a unified access point to various carriers and business lines. This platform provides a quick, straightforward, and effective way for agents to deliver commercial insurance solutions to businesses, streamlining the quoting process for insurance agents and agencies. Users can benefit from a single, cohesive application that allows them to compare multiple, actionable quotes, bind policies online, and manage client accounts from one centralized digital hub. The application supports multiple lines of insurance, such as General Liability, BOP, and Professional Liability, among others. As users fill out the application, it intelligently pre-fills responses and omits unnecessary questions, thereby enhancing efficiency. The platform is accessible on various devices, including mobile phones, tablets, and desktops, ensuring flexibility for users. Agents can swiftly compare quotes from numerous leading national insurers without needing any prior appointments, and they can easily recalculate quotes, modify coverages, adjust limits, and change deductibles with just a click, making the entire process seamless and user-friendly. This comprehensive approach not only saves time but also empowers agents to provide tailored insurance solutions to their clients more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CoverWallet No 

Integrations

CoverWallet Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

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 Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Agency Software

Founded

1988

Country

United States

Website

www.agencysoftware.com/products/agencypro/

Vendor Details

Company Name

CoverWallet

Founded

2018

Country

United States

Website

agents.coverwallet.com

Product Features

Commercial Insurance

Billing & Invoicing Yes 
Broker / Agent Portal No 
Claims Management No 
Commission Management Yes 
Customer Portal No 
Document Management Yes 
Insurance Rating No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Risk Assessment No 
Underwriting Management No 

Insurance Claims Management

CRM No 
Claims tracking No 
Customer portal No 
Document management No 
EDI data exchange integrations No 
Electronic claims No 
Fraud management No 
Reporting No 

P&C Insurance

Billing & Invoicing Yes 
Broker / Agent Portal No 
Claims Management No 
Commission Management Yes 
Customer Portal No 
Document Management Yes 
Insurance Rating No 
Marketing Automation No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management No 

Product Features

Commercial Insurance

Billing & Invoicing Yes 
Broker / Agent Portal Yes 
Claims Management No 
Commission Management No 
Customer Portal No 
Document Management No 
Insurance Rating Yes 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Risk Assessment Yes 
Underwriting Management Yes 

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking No 
Policy Generation Yes 
Policy Issuance Yes 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine Yes 
Reinstatement Tracking Yes 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management Yes 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload Yes 
Commercial Lines Yes 
Comparative Insurance Rating Yes 
Customer Portal No 
For Casualty Insurance Yes 
For Health / Medical Insurance No 
For Life Insurance No 
For Personal Insurance No 
Multi-State Yes 
Multiple Line Rating Yes 

P&C Insurance

Billing & Invoicing Yes 
Broker / Agent Portal Yes 
Claims Management No 
Commission Management No 
Customer Portal No 
Document Management No 
Insurance Rating Yes 
Marketing Automation No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management Yes 

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