Insurance broker software free download
It seems everything was designed with the user in mind. AgencyPro is flexible so you can take it to any level you want. It gives me a solid basis for managing my accounts and renewals. Unlike many, I didn't want the software to be too complex. I'm not a computer geek and wanted to keep my system basic, understandable, and workable for me. The staff helped me modify my system to accomplish that. Boy do I appreciate that; thank you Agency Software!
We started with the lowest system…using it just for Acord documents. In the last couple of months, we have added the accounting side I cannot imagine our offices without them now! If I have to give up something in our office, it would NOT be this system! This program is everything I need and more.
It's user-friendly, affordable and practically takes the place of an employee. Recently, my computer froze and I had to purchase a new one. I had to do almost nothing myself. This is a company that truly believes in helping you. Heritage West Insurance Susan Bowers. He was one of the few salesmen that ever told me the whole truth. I've used AgencyPro for several years and love it.
I have been on AgencyPro since November of I have had several management programs and this one is far and away the best ever. Not only does the software do what it is supposed to do, this company gives service that I have only dreamed about Agency Pro is so powerful and wonderful for any Agency to keep track of things.
I am still learning, but with you guys oh, and lets not forget Tech Support! The technical support is always available, and I highly recommend this product. Agency Software meets and exceeds all of our expectations! We especially love the immediate customer service that they provide, all at a reasonable price. They have met all of our agency management systems needs and then some I recommend EZAgent to any agency that wants a stable system that just works!
I can call anytime and have a call back with in and hour if I don't get through. I call quite often and everyone is sooo helpful I have been with Agency Software for more than 15 years.
As your customers get close to the their renewal date, we will start reminding you. Our customers briefly describe their personal experience using NowCerts for their business. With this unique service, we can handle all your certificates needs — full time or part time. We have staff that will take phone calls for you and handle a variety of CSR related issues. We have the ability to interface with QB.
We can download all your contacts from QB, help you set them up in the system and then we can upload invoice, payments and other transactions from NowCerts into your Quick Books account.
All certificates are sent using your agency email server. All faxes are sent form our server, but the cover page has your agency name and fax number. You can edit the cover page to look the way you want it even on the fly. There is no additional charge for Client Portal accounts.
Your insureds can register for free and send certificates free of charge. All certificates emailed or faxed through our system are free of charge. You can upload and save any document you want related to an insured then email it or fax it from the system. Chances are there is an Acord that will meet your needs. There are several ways of accomplishing this. We have developed a set of procedures and scripts to help transition your database from another AMS into NowCerts.
It covers steps from obtaining your data from your current agency management system to importing that data free of charge to our system. Alternatively, you can bring your data through carrier downloads. You can create a user name for all of your insureds.
They can obtain their certificates, request policy changes, make their policy payment, sign documents and many other things through the insured portal. We would love to show you around the system and go over all the neat things that NowCerts can do for your agency.
You can have as many training sessions as you wish - FREE. You are in control of who, how and why should be reminded. You can sync your emails with NowCerts. All Acord forms are available. Data entered into one part of the system will automatically flow to other parts. Including Acord applications, certificates and binders. For starters, I bet we are less costly than your current system. And our automated conversion service is free and will make your transition to NowCerts hassle free.
Our full list of features is too long to compare to your current system. Our free database conversion services will make the transition from your current AMS to NowCerts a hassle free and seamless experience. In the course of doing a multitude of actual database transfers, we have developed procedures for database transfers form all major AMS systems in use today.
With every consecutive AMS database transfer, we are further perfecting the process, automating larger portions of the steps involved via scripts and SQL procedures. We will build a parallel database in NowCerts that you will have the chance to test and make sure is built to your complete satisfaction.
Keep customer files in a single location. Access and collaborate from your AMS or anywhere. Carrier Downloads - keep your policy data up to date with the click of a mouse. NowCerts keeps track of all your insurance related transactions. Sync with Quick Books for your taxes and financial statements. Access to the entire library of Acord forms. Data pre-fills automatically from the database. Legally binding electronic signatures. Use with NowCerts or stand alone. Clients can submit service requests on your website and they can be accessed and tracked in NowCerts.
Integrate our plug-in quote application. Visitors can apply for a quote and the data is transferred to your NowCerts Prospects records automatically.
See if our system is the right solution for your agency. We'll help you import data, set up the agency, and give you basic training. Round the clock support. Award winning customer support included with no hidden costs.