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Average Ratings 0 Ratings

Total
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

Ebix's Universal Messaging Gateway (UMG) suite stands out as a top contender among ACORD gateways and tools for message management. Serving as the central hub for all messaging interactions, the UMG acts as your electronic front door, ensuring streamlined communication. It adheres rigorously to the ACORD messaging services, XML standards, and SOAP v1.1, while also offering the versatility to handle both ACORD XML messages and various other data communications that may not be ACORD-based. This template-driven and soft-coded solution empowers organizations to adapt swiftly to evolving messaging standards and formats that may arise in the future. Furthermore, the UMG provides a robust messaging interface through its web services API connectors, capable of processing diverse formats, including ACORD messages across multiple versions, spreadsheets, CSV files, and email inputs. In essence, the UMG not only enhances communication efficiency but also future-proofs your messaging capabilities against industry changes.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 
XML No 

Integrations

Microsoft Excel Yes 
XML Yes 

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) No 
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) No 
In Person Yes 

Vendor Details

Company Name

Agency Software

Founded

1988

Country

United States

Website

www.agencysoftware.com/products/agencypro/

Vendor Details

Company Name

Ebix

Country

United States

Website

www.ebix.com/umg_online

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

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