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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

Our solution caters to both professionals overseeing numerous clients and individual users seeking assessment services. Created by a team with extensive expertise in the field and solid technical skills, this application boasts user-friendly workflows that ensure all entered data remains secure. It serves as a robust CA office suite designed to streamline daily operations efficiently. With an integrated client management module, users can easily handle client information and maintain organized records. Additionally, we offer a wide range of Management Information System (MIS) reports that provide valuable insights into various transactions. Users can also rely on our continuous tax meter for accurate calculations of income and tax liabilities at a glance. Our software seamlessly integrates with the Income Tax Department’s website, facilitating easy data exchange and updates. Furthermore, it includes a complete tax suite that features balance sheets, audit reports, and income tax filing tools. Finally, users have the ability to export balance sheets and profit and loss statements for tax filing, audit reporting, and XBRL compliance, simplifying the overall financial reporting process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Agency Software

Founded

1988

Country

United States

Website

www.agencysoftware.com/products/agencypro/

Vendor Details

Company Name

Saral

Country

India

Website

www.saraltds.com/for-business-and-professional/

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

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

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