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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