I can not imagine what it might be missing or what there would be not to like.

I cannot think of a thing I don't like about the program.

The ease of using the software. Technical support is amazing also.

Overall, I am extremely satisfied with Agency Advantage.

I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.

Just the lagging of the system and when the internet going slow.

I really like that there are several options to find customers, not just by name. The payment system is very easy, but most importantly, the Reports.

Reliable and easy to use. Great for reconciling commissions.

With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better.

Can't think of anything I don't like. Everything is always working and almost never.

They are the exemplify the best customer service I know.

I love everything about agency advantage. Its easy to use and so easy to learn.

Ability to have all needed insurance policy information for our clients in one place so we are better able to assist them more quickly when they or a Certificate Holder contacts us.

Very easy & user friendly. Excellent customer support.

Greatly appreciated of this software because it allows us to be more efficient in the work place.

Tickets tend to remain outstanding for long periods of time.

ISI has been responsive and innovative to in helping LML implement it's new core system.

It has been a very good experience, the team has been responsive, and quick to address any issues.

Many increased efficiencies - fully integrated - more data captured - more user controls to prevent errors.

The software is customizable and reliable. We have been able to work with ISI's great team to create a system that meets the needs of all of our departments.

If I had to find one thing to complain about it is the software being standardized on IE. You can use it in other browsers (and we are)  but the standard is IE.

The implementation and support teams are superlative.

OOSE transactions are challenging for our large programs in particular. I receive feedback from users that searching is confusing.

The user interface is clunky for maneuvering to locations, items, and coverages. The inability to move windows is frustrating for users.

The ISI team is quick to respond with solutions when issues arise.

I feel like the functionality of the system and the ability of the ISI team to shape it to fit our needs, when necessary, has the core system of our business set for all our current and future needs.

This is confusing because the client number is not the same as the system generated new business policy number.

Integrated solution with controls to enforce best practices to ensure transactions are properly completed.

It captures so much more data and has increased our processing efficiency significantly. Their customer support is efficient, timely and very receptive to suggestions or new ideas.

US Dollar

Agency Advantage is an agency management software designed to help businesses streamline customer retention and boost sales, profit and renewals. Key features include document management, quotes/estimates, claims management, cancellation tracking and contact management.

Teams using Agency Advantage can create marketing campaigns to round their accounts, manage the operational and trust accounts with Quickbooks integration, send text messages to individual clients and generate comparative ratings by integrating the platform with various rating applications. Additionally, users can scan documents, photos and other items to the customers' folders, which can be saved for future reference. 

Agency Advantage offers a complete diary system that allows agents to follow up on change requests, letters, notes and more. It is available on monthly subscriptions and support is extended via online inquiry form. 

LongDescription

Cancellation Tracking

Insurance Policy Management

Claims Tracking

Property & Casualty

For Auto Insurance

Contact Management

Billing & Invoicing

Renewal Management

Commission Management

Claims Management

Life & Health

Quotes/Estimates

Reinstatement Tracking

Document Management

Small initial License Fee plus on-going Monthly License Fee.

Self-Employed

2-10

11-50

51-200

Agency Advantage

Live Online

Webinars

Documentation

Canadian Dollar

ISI Enterprise is a cloud-based insurance solution that assists businesses in policy administration, billing, claims and other related services. Key features include reinsurance management, a policy rating engine, document management and reporting tools.


ISI Enterprise offers insurers a centralized data repository for managing client communications and documentation. The solution also offers automated quotes, manual renewal options, bulk data import and transaction locking. ISI Enterprise helps users to manage billing through automated statement creation, batch receipt generation and account reconciliation tools. ISI Enterprise also offers a claims module that allows users to manage reserves, subrogation recoveries, salvage and payments.


ISI Enterprise lets insurance agents automate reinsurance assignments, trace reinsurance calculations, generate reports and manage interactions with reinsurance partners. The solution provides an integrated rating engine that allows users to load and manage policy rates.


Support is available via phone. Pricing is per year. 



Agency Advantage vs ISI Enterprise

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons