About Agency Master

Agency Master is an insurance agency management solution that helps businesses manage insurance claims for trucking and transportation industries. It allows organizations to prepare insurance certificates, trailer interchange agreements, bonds and other documents in real-time.

The application enables users to handle commission tracking processes, automatically synchronize data and create quotes. It lets managers assign tasks to team members, create and manage workflows and gain insights into employees’ performance. Additionally, it provides a host of features such as contact management, accounting, reporting, document management, data visualization and more.

Agency Master supports integration with Microsoft Outlook, which enables organizations to capture ...


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Supported Operating System(s):

Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

6 Reviews of Agency Master

Average User Ratings

Overall

5 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(6)

6

4 stars

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0

3 stars

(0)

0

2 stars

(0)

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1 stars

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Likelihood to Recommend

Not likely

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Showing 1 - 6 of 6 results

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February 2018

User Profile Picture

DeVon from Whittington Agency, LLC

Verified Reviewer

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2018

We opened our agency 6 months ago. The Agency Master Software have been a Godsend!

Pros

*Our agency is focused solely on Commercial Transportation Insurance. Agency Masters Software is customized to meet our every need with our day to day activities and with our clientele *Affordable Pricing, Easy Setup, Simple User Interface *Has all the core features to manage, grow, and measure our agency *It delivers the information and documents we need when we need them *We can easily access our contacts, send mass messages to our customers, view specific information related to policies and more *Provides efficiencies that make our agency more profitable and allows us to provide our clients with more professional service *We are able to devote more time to customer service and other important agency related activities by not having to deal with unorganized pieces of paper and information *The support staff brings a level of integrity to the business world that should be an example for all corporate executives to follow. He is very competent in his management and technology skills and exhibits all of the qualities that are essential for success in the business environment.

October 2014

John from Creswell Insurance Group

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

October 2014

Longtime Agency Master user.

We are writing to thank Agency Master for their assistance over the past five years that we have been using Agency Master agency management software. Our agency is a small 3 producer independent insurance agency providing mostly property and casualty products to the commercial and personal market. We have grown with your software and can attest to its accuracy and extensive capabilities which allow us to perform our work quickly and efficiently. It handles our daily mail, emails, faxes and all banking functions seamlessly and effortlessly giving us a complete record of our clients account to-dos, activities and history. The auto-fill capabilities of the ACORD and company specific specialty forms makes certificates, quotes and other forms a quick and easy process with complete accountability. The accounting functions maintain all information for our renewals, endorsement, payments, trust account, accounts receivable and producer commissions. The personal attention that Agency Master staff has provided us is invaluable and along with the stability of the program, we can strongly recommend Agency Master to any new or established agency looking for a full featured agency management program that will provide them with years of service and reliability.

December 2014

Marcus from Hanlon Agency LLC

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

December 2014

The True Master of Agency Management Systems.

We are commercial P&C brokers in NYC and are more than thrilled with Agency Master. Everything in the system from initial input of prospect information to policy issuance and invoicing is so streamlined it increased our productivity at least 40% over the two years we have been using Agency Master. Agency Master made the time consuming, painstakingly dreadful task of issuing hundreds of certificates a year into an easy few minutes. The accounting system tracks everything from agency bill and direct bill with such accuracy and ease of use it is amazing. The system is not only easy to use but just as easy to learn. I highly recommend Agency Master to any and all insurance agencies looking for a better, faster, simpler agency management system.

December 2014

Ron from DDI Insurance Services

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

December 2014

Long Valued Customer Since 1998

After over 2 years of searching, trying out, and examining other Agency system's in 1998 we made our decision. We choose Agency Master and have been an extremely satisfied customer for over 16 years. We cannot explain the ease of use, the performance and how with little more then an hour's training our new employees are able to use this incredbile verstile system. This is a system designed by an Agency Owner For Agency Owners, not computer programmers. Johnny and his Staff are professional, knowledgeble, and the best.

October 2014

Buck from Bullock Agency, Inc

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

October 2014

Lost without Agency Master

I would truly be lost without Agency Master. It keeps me more organized than I thought was possible. This system is one of a kind and beleive me I have received demo's from all of them and this one does more at a fraction of the price. I don't know how I ever did it without the accounting program which keeps track of everything for me down to the last penny. I owe a lot of my success at my agency for the tools that Agency Master has provided me!

March 2020

User Profile Picture

Ingrid from Compañia Anonima de Seguros La Occidental

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

Great to keep up with customer's financials

I check my customer's financial records with AM in order to determine whether their current plan covers for their needs and when their renewal is up.

Pros

I can check my customer and patient's records and their current health care plan, deductibles, and renewal dates.

Cons

Nothing bad to say about this particular piece of software, everything is well structured and organized.