Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Microsoft Excel
No
XML
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)
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