"Mini-Management" Software for the Growing
Insurance Agency
The Newest member of the Agency Software, Inc. family, EasyAppsT Professional
offers a nice 'in-between' product for smaller agencies that
aren't ready for a full agency management system, but need more
than just EasyApps 32-bit offers.
. Enhanced Client Database with Filtering, Advanced Search,
Columnar Sort, and Drop-Down Lists to standardize data entry.
. All 600+ ACORD Forms® forms installed. Certificates,
Binders, ID Cards, and All State Specific Applications included and
updated monthly.
. Authorized ACORD® Vendor since 1995.
. Ability to Electronically Sign forms. Sign and email
without printing first
. Expanded field formatting.
. "Drop down" company list on forms
. True certificate holder's database. Fill out one cert
and send to hundreds of Certificate Holders.
. Integrated Email and Adobe® PDF support. Save email
history to client's file.
. Vehicle and Driver Databases pre-fills ID cards, business auto
& vehicle schedule applications
. Pre-fill of common data (limits, detail, etc.) between most
commercial forms
. Selectable WYSIWYG Modes for enhanced viewing of forms
. Integrated Survey module with 200+ commercial Surveys
. Comprehensive Policy Management including X-Date Tracking
. Coverage Database - Prefills Limits/Deductibles to ACORD forms
. Many Reports - including X-Dates, Open Binder, Mailing Labels.
. Easy to Use Custom Report Wizard - Extract any Information you need!
. Word Processor with many Insurance Sales Letters. Automatic Client Merge.
. Time and Date Stamped Client Notes. Automatically Set Ticklers for
follow up.
. Tickler/Calendar Subsystem with Pop-Up Alarms. Set
appointments, tasks or alarms for yourself or anyone else in the
agency.
. User Selectable Skins to customize the look and feel of
EasyApps Professional
. Optional Document Management - Attach ANY file type (Pictures, PDF,
Email, Excel, MS Word, movies, sound, etc.) to Client's file.
. 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.
. Upwardly compatible with AgencyProT
for Windows as your Agency Grows
. Toll free 800 tech support (Best Hand Holding Department in
the Industry!)
SHOW ME A QUICK DEMO
EasyApps Professional Requirements:
- WINDOWS: '98,2000, XP, or Vista Business - 50-70 MB HD Space
- 256 MB memory
- Fully network capable.
Free telephone training
included. Tutorials on CD ROM.
Price: $695.00 per Agency at one Location - up to 5 users.
Additional companies/locations must register and pay appropriate
site fees.
Technical support and updates: Free 1st year
- optional $250 yearly fee thereafter (excellent value) extends
technical support, ACORD form updates, and program enhancements.
I'm Confused. Show
me the Difference between your systems.
View screen shots
of EasyApps Pro ACORD insurance form software for Windows.
Download your free demo copy of EasyApps Pro ACORD form software
for Windows.
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