Our Flagship product, AgencyPro™ for Windows, has ALL of the tools you need to run a virtually "paperless" insurance agency. With optional Download Module, you can automatically download client and policy information from your Carriers or rating vendors in ACORD® Level 3 format. Saves unnecessary data entry and prevents E&O. AgencyPro is considered to be one of the most comprehensive agency bill insurance accounting systems available anywhere. It is a full agency accounting system including client A/R, rep and company payables, direct bill reconciliation, invoicing and receipts. It works on either cash or accrual basis and produces all necessary financial statements including a Balance Sheet, Income and Expense Report and a Trial Balance. It also includes all of the features of EZAgent. Our staff of agency accounting experts are the best 'hand-holding' department in the industry.
Comprehensive and Easy-to-Use General Ledger Accounting System. Entire Accounting Picture is Automatically Generated from Policy Input. QuickBooks® doesn't do this and causes double entry.
Enhanced Client Database with Filtering, Advanced Search, Columnar Sort, Pre-populated Drop-Down Lists to standardize data entry.
AgencyPro™ is full of agency management features which will enhance your operations