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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
Access pertinent information and receive notifications regarding a company from both internal and external channels, encompassing financial performance, operational metrics, competitive analysis, legal documents, industry trends, and associations. Additionally, discover crucial insurance information related to individuals or businesses, such as workers' compensation, commercial auto, commercial property, general liability, and business owner's policies (BOP), while also receiving location-specific alerts. Leverage Big Data for social intelligence to construct a thorough profile of individuals and generate alerts based on the evaluation of key individuals linked to a business and its legal transactions. In just five steps, RA equips you with essential data, enabling you to make informed decisions. Utilize platforms such as Reddit, Glassdoor, Yelp, Quora, Wikipedia, Facebook, LinkedIn, Angie’s List, and Time Out, along with numerous others, including the Better Business Bureau, Pitney Bowes, and Google Places, to gather insights. This approach encompasses billing, policy management, claims processing, and a comprehensive data warehouse to support your needs effectively. By integrating these resources, you can ensure a well-rounded understanding of the business landscape.
API Access
Has API
API Access
Has API
Integrations
Facebook
Glassdoor
LinkedIn
MyRepChat
Quora
Reddit
Yelp
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agency Software
Founded
1988
Country
United States
Website
www.agencysoftware.com/products/agencypro/
Vendor Details
Company Name
Intellect Design Arena
Founded
2014
Country
India
Website
www.intellectdesign.com/insurance/risk-analyst-solution/
Product Features
Commercial Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management
Insurance Claims Management
CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting
P&C Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management
Product Features
Commercial Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management