Software for Insurance » Insurance Agencies

AgencyPro™ for Windows

doni — Mon, 30 Aug 2010 07:39:14 +0000

Our Flagship product, AgencyPro™ for Windows, has ALL of the tools you need to run a virtually “paperless” insurance agency.

Our low up front cost and maintenance fees make AgencyPro the Best Value in the Insurance Software Industry!

. Comprehensive and EASY TO USE Direct and Agency Bill General Ledger Accounting System. Track Client Payments, Rep Commissions, Company Payables, Incoming and Expense, Balance Sheet (for insurance). Entire Accounting Picture is Automatically Generated from Policy Input. QuickBooks® doesn’t do this and causes double entry.

. Easy to Use Direct Bill Reconciliation. Saves time and catches errors.
. Complete Client Account Receivables with Invoicing and Statements
. Checkbook Manager – Keeps Track of all your Accounts and Print Checks.
. Four hours of Free Accounting Training included. We setup of your Chart of Accounts.
. Enhanced Client Database with Filtering, Advanced Search, Columnar Sort, Pre-populated Drop-Down Lists to standardize data entry.
. Comprehensive Policy Management and X-Date Tracking.
. Transactional Filing Subsystem Automatically Prevents E&O and tracks productivity.
. Family Members/Demographics Database
. Integrated Document Management – Attach ANY file type (Pictures, PDF, Email, Excel, MS Word, movies, sound, etc.) to Client’s file.
. All 600+ ACORD® Forms including Certs, Binders, and Apps for all states
. Ability to Electronically Sign ACORD forms. Email without printing first.
. Time and Rep Stamped Client Notes. Automatically Set Ticklers for follow up.
. Integrated Security ( lets you choose which employees see what information)
. Powerful Certificate Holders Database. Fill out one single cert and send to hundreds of holders. Includes Cert Holder Report to give to your carriers.
. Integrated Email and Adobe® PDF support. Save Email History to Client’s file.
. Vehicle Database Pre-fills vehicle information to ID cards, etc.
. Pre-fill of Common Data between most commercial forms
. Selectable WYSIWYG Modes for enhanced viewing of forms
. Integrated Survey module with 200+ commercial Surveys
. Coverage Database – Pre-fills Limits/Deductibles to ACORD forms
. Many Reports – including Income & Expense, Balance Sheet, Earned Premium, Aged Receivables, X-Dates, Mailing Labels, and Many More!
. Easy to Use Custom Report Wizard – Extract any Information you need!
. Word Processor with 100+ pre-written sales letters. Automatic Client Merge.
. Tickler/Calendar Subsystem with Pop-Up Alarms. Manage any user’s schedule from your computer. Set Tasks, Appointments or Alarms for yourself or groups.
. Compatible with our Award Winning Download Manager. Automatically downloads client and policy information from your Carriers or rating vendors in ACORD Level 3 format. Saves lots of Data Entry and prevents E&O.
. User Selectable Skins to customize the Look and Feel of the AgencyPro.
. Online version now available. Access your data from any web browser in the world.
. Toll free 800 tech support – Best ‘Hand Holding Department’ in the industry!

*** NEW *** Now Integrated with PaperPort Pro© Scanning and DocStar© Document Management Software for even More Powerful Document Management

System Requirements:
> Standalone or Server::
• Pentium 500 or better (1G recommended)
• 256 MB Ram (512 recommended)
• 125 MB HD space free (250 recommended)
• Windows 98, 2000, XP Pro, Vista Business, or Windows 7
• Internet connection for Updates
• Internet Explorer version 6 or greater

Complete System Configuration Requirements

Pricing (Non-SQL Version):
• Up-Front Pricing – No Long Term Contracts!
• 1 to 5 users – $2,500
• Each additional user – $500 each
• Tech support – 1st year support Included, $995 year thereafter. ($250 per year for each additional user over 5)

Pricing (MS SQL Server Version):
• 1 to 5 users – $3,500
• Each additional user – $700 each
• Tech support – 1st year support included, $1,495 year thereafter. ($250 per year for each additional user over 5)

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Applied Systems at a Glance

doni — Mon, 17 May 2010 09:00:31 +0000

Applied Systems Inc. was founded by an insurance agency owner named Robert Eustace. He had the idea to use personal computers and relational database technology to automate the day-to-day functions of the independent insurance agency. Our first product, TAM (The Agency Manager), was released in 1983.

Four years later, the second version of TAM introduced the first true single-entry, multiple-company interface in the industry. It allowed independent agents to solicit multiple carrier quotes with one entry. That was just the beginning of a long series of firsts–a 25-year track record of innovation.

Our strength has always been in knowledgeable people who are insurance experts first, technologists second. They work in close cooperation with our user community to find new opportunities to automate the business, improve workflows and drive higher efficiencies. And in so doing, help our customers manage their operational risk, and build a better and bigger book of business.

Applied Systems fast facts:

* Solutions used by more than 11,000 agencies and brokerages, representing more than 129,000 producers, CSRs and other staff members
* Agency management systems used by more than 50% of the agencies who are recognized as Best Practices agencies
* Customer agencies that write more than 25 percent of all insurance premiums in the United States, Canada, the United Kingdom, Puerto Rico, Guam, Hong Kong, Jamaica and the Virgin Islands
* Customer retention rate of nearly 100 percent
* Industry’s largest independent, international users’ group
* Interface relationships with nearly 300 carriers
* Recipient of the ACORD Download Vendor of the Year Award each and every year since its inception in 1993; as well as the first Upload Vendor of the Year Award in 1994 and every year since
* Systems that account for two-thirds of all agency/carrier download relationships in the United States
* Customer agencies that account for 67 percent of all download sent from all insurance carriers in the United States
* Fastest support time in the automation industry, and the only vendor to provide live support in real time — with hold times typically two minutes or less
* Four solutions, to serve the specific business needs of agencies with various sizes and structures: Epic, TAM, DORIS and Vision
* Record of consistently outselling nearest competitor by more than 2-to-1
* Nearly 700 employees working out of company headquarters in University Park, Illinois and the Applied Systems Canada office in Mississauga, Ontario; as well as trainers and sales consultants who operate regionally

Applied Systems is owned by Bain Capital LLC and James P. Kellner, the company’s chief executive officer and chairman of the board. Mr. Kellner began working at Applied Systems in 1985 and has devoted his entire career to the continuing development of insurance technology.
Business Continuity Statement

Applied Systems believes that it has taken the reasonable steps to protect our business as well as our customers’ ability to continue to gain access to support and other services in the event a major disaster affects us.

source: www.us.appliedsystems.com/about/

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FINEOS Solutions for the Insurance Industry

doni — Tue, 04 May 2010 08:25:26 +0000

FINEOS has extensive expertise and experience in the insurance industry. Whether your business is focused in North America, Europe, Australasia, or global in nature, FINEOS has the in-depth understanding to deliver the products and solutions to meet your business objectives.

Our front-to-back offering of solutions for the insurance industry enable revenues and streamline efficiencies.

FINEOS solutions can be implemented to address specific business requirements within a product line from front-to-back or across multiple lines of business, as the foundation for an enterprise-level, business transformation project.

Our solutions are available for:

* Life & Health
* Property & Casualty
* London Market
* Government
* Bancassurance

FINEOS provides solutions for:

* Claims Management
* Case Management
* Payments
* CRM Sales & Service
* New Business & Underwriting

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FSC Manager Software

admin — Thu, 28 Jan 2010 21:08:53 +0000

For years, FSC customers have been asking for enhanced client management with agency automation and now it is here. Introducing FSC Manager, the perfect agency management software solution for small to mid-size independent agencies.

FSC Manager features an easy-to-use Windows interface that incorporates advanced client management, integrated ACORD forms, sophisticated marketing proposals, digital imaging, automated task management and more!

In addition, the integrated 2-way interface with FSC Rater makes FSC Manager the ideal choice to any agent who desires the ultimate in efficiency and workflow control. However, what we feel is one of the best features in FSC Manager is that it is supported by FSCs World Class Customer Support Department, giving you a single point of contact for your rating and management system needs.

With sophisticated client management and real agency automation, FSC Manager allows you to do what you do best…write more insurance!
Available Features
Seamless 2-Way Integration with FSC Rater
Carrier Download -View current list here
ACORD Forms
Automatic Task Management
Advanced Marketing
Proposal System
Digital Imaging system
Integration to Microsoft Word
Enhanced Email Features (Email ACORD Forms and Marketing Proposals)
Customizable Task Bar
Electronic Updating via the Internet

FSC Manager Download

AnnuityPipe Software

admin — Sat, 23 Jan 2010 15:48:20 +0000

Pipeline’s suite of Annuity tools give your agency and producers the support needed to quickly and effectively research and transact Annuities more accurately and efficiently!

Annuity Search Engine with over 40 top carriers and more than 345 products
Flexible Premium Deferred Annuities, Single Premium Deferred Annuities
and Equity Indexed Annuities
Access to Annuity forms within the industry’s largest forms repository
of more than 30,000 forms.
Detailed product information including State Approvals, Qualified and
Non-Qualified Deposit Amounts, Interest Rates, Surrender Charges
and Bonus Rates
Customization including carrier and product listings, site integration
options and look and feel 24 x 7 web access to up-to-date rates and information

Select the type of Annuity you are searching for FPDA, SPDA or
Equity Indexed
Select ALL carriers and products, or just the specific carrier and products you want. Choose from either a simple or advanced search to help you find exactly what you are looking for Select Bonus Year, Guaranteed Interest Rate and Period, Surrender Charges, MVA, Holding of Rates and Bonus.

AnnuityPipe Software Download

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Sage Property & Casualty

admin — Tue, 19 Jan 2010 07:55:25 +0000

Sage is a comprehensive online insurance reference library. Sage subscriptions include a core set of information that all property and casualty insurance professionals need, and can be expanded to include additional library content from many respected publishers.

Analysis and commentary from publishers such as AMBest, FC&S, IRMI, and Rough Notes.Rules, rates, and forms from ISO, NCCI, and various insurance companies
Information on thousands of markets
Access to news and industry Web sites
Sage has an easy-to-use and powerful search engine designed specifically for the insurance industry.

Content is organized in categories to guide users to the right documents.
Insurance-specific search engine designed to locate documents in the library quickly and easily
Ranked search results to identify the most relevant documents
Smart-search software that anticipates synonyms and commonly used industry terminology and corrects common spelling errors.

Sage Property & Casualty Download

ProSpector Insurance Software

admin — Wed, 06 Jan 2010 11:20:25 +0000

ProSpector, patent-pending, is a web based agency management system that allows users to scale the power of the Internet to their company.
Contact Management: Simple yet powerful contact management will make it easier to track contacts with easy to use interfaces. Track by insured, agents, carriers, territories and more.

Markets/Producer Management: Organize and creates reports on your producers, markets, business partners and lines of business.
Marketing and Mail Merge: Use your data to create leads, generate sales statistics, and produce custom newsletters.
Invoice and Policy Management: Powerful and well designed screens aid you in capturing and tracking policy and invoice data.

Online Invoices and Month-End Statements: Have your customers and carriers log-on to either your web site or ours to retrieve and print month-end reports and invoices at their leisure.

ProSpector Insurance Software Download

FILESERVERonline Software

admin — Wed, 06 Jan 2010 11:17:45 +0000

Access your Agency Management System from the road, your clients office, virtually anywhere the internet is available. Have a growing agency with branch offices?

With FILESERVERonline.com you can combine your branch offices and have everyone working from the same page. Let the power of DORISs The Agents Choice System and the internet save you time and money with FILESERVERonline.com

SYSTEM FEATURES & CAPABILITIES:
Access to your agency info from any internet connection
Automatic backup of your data
Automatic daily download
Use existing hardware
Interactive technical support
Free membership in USAgents

FILESERVERonline Software Download

Business insurance software

admin — Mon, 04 Jan 2010 19:58:55 +0000

It’s not easy to keep up with your policy, especially if your auto
insurance is expensive. But it will be very helpful if you use the
auto insurance top benefits list in order to help you find the right
insurance for you and your family.

Finding the right insurance will also help you to stay on top of your policy and help you become more aware of the due dates on payments. If there is more than one driver on your policy you can still use the auto insurance top benefits to help you get the right deal for all the drivers in your family,
including the newest driver in your family.

Download Business Insurance Software

X-GEN Software

admin — Wed, 23 Dec 2009 21:57:52 +0000

Today – like never before – P&C insurers are facing huge demands brought about by the quickly changing business environment, new competitors, new regulations and customers increasing demands. Legacy IT systems are often inflexible and costly to maintain which results in companies losing out in terms of business agility, competitiveness and market share.

X-GEN is FirstApexs answer to the challenges faced by P&C insurers. X-GEN is a new generation, web-based policy administration system which covers the full cycle of insurance operations from point of sale right through to the general ledger. X-GEN is it is flexible, scalable and can quickly be deployed.

X-GEN helps Insurers to be more agile:

Fast configuration and rollout of new products
Accessible at point of sale or partner sites
Easy integration with partner systems (eg broker, reinsurer, TPA or business process outsourcer) -offering a virtual insurance company
Straight through automated operations which cut out unnecessary paperwork and reduce cost.
Simple to personalise screens to meet your own business requirements
Ability to handle variations in underwriting like
Coinsurance Transaction
Open Cover and Master Policy
Certificate issue of Open cover and Master Policy
Real time information available for business analysis and reporting.

X-GEN Download