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EZAgent has the common tools
needed to run a virtually "paperless" insurance agency.
Our low up front cost and maintenance fees make EZAgent a Great
Value in the Insurance Software
Industry!
. 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
SHOW ME A QUICK DEMO
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, or Vista Business
• Internet connection for Updates
• Internet Explorer version 6 or greater
Pricing
• Up-Front Pricing - No Long Term Contracts! • 1 to 5 users -
$1495 • Each additional user - $250 each • Tech support - 1st year support Included,
$500 year thereafter for 1 to 5 Users.
($120
per year for each additional user over 5)
NO ONE offers this much Quality Software for so Little!
For more information on this Exciting Management System CALL US
TODAY! It will revolutionize your business.
I'm Confused. Show
me the Difference between your systems.
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