AgencyPro is agency software designed for insurance companies, intermediaries and underwriting agencies. It is suitable for organizations with multiple insurance products, including auto, home, health, accident, causality and life insurance.
AgencyPro features ACORD form management, ledger accounting, accounts payable, accounts receivable, direct bill reconciliation, advanced reporting and comprehensive carrier downloads.
AgencyPro is based on Microsoft SQL server, which enables it to accommodate up to 99 users simultaneously. The client database of AgencyPro allows users to search by filtering, advanced search, pre-populated drop-downs or columns to standardize data entry. Integrated document management enables users to attach any file type to a client file, including PDF, pictures, email, sound and video.
AgencyPro is available via both on-premises or cloud-based deployment. It offers built-in video tutorials for training users and online updates for software upgrades.