Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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