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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AgentSync builds modern insurance infrastructure to eliminate complexities and drive efficiencies in producer management and compliance workflows. Improving your broker onboarding, contracting, licensing, appointing, and compliance processes, AgentSync’s customer-centric design, seamless APIs, automation, and unparalleled service enable you to grow your business, create an exceptional producer experience, and prevent regulatory violations. Manage, AgentSync’s core product, reduces compliance costs and prevents regulatory violations before they happen. Manage automates the administrative paper chase necessary to verify that agents have the required appointments and state licenses to sell. By automating such tasks, the complexity of selling insurance is dramatically reduced.

Description

Eclipse provides independent insurance agencies with powerful features that fit their budgetary needs seamlessly. This platform is perfect for managing data and achieving sales objectives efficiently. It eliminates the hassle of searching for client information and resolving issues with third-party accounting systems. With Eclipse, agencies can streamline numerous manual tasks, allowing agents to focus more on engaging with both existing and potential clients. The Eclipse Agency Management System utilizes a straightforward per-user pricing structure. This pricing approach ensures that agencies have a transparent understanding of their software costs, giving them the ability to manage their budget effectively. As your agency expands and you bring in additional agents, these new hires will simply count as new users within the system. Furthermore, if your agency expands to new locations or takes over other agencies, Eclipse's Multi-Agency feature enables seamless scalability to accommodate your growing business needs. Ultimately, Eclipse empowers agencies to adapt and thrive in a competitive market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BullseyeCoverage No 
Dash No 
Docusign Yes 
Salesforce Yes 
Varicent Yes 
Verified First Yes 

Integrations

BullseyeCoverage Yes 
Dash Yes 
Docusign No 
Salesforce No 
Varicent No 
Verified First 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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

AgentSync

Founded

2018

Country

Denver, Colo.

Website

agentsync.io

Vendor Details

Company Name

North American Software Associates

Founded

1982

Country

United States

Website

www.nasasoft.com

Product Features

Commercial Insurance

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

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

P&C Insurance

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

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

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