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EasyApps Pro
Product Comparison
EasyApps Pro Updates
System Requirements
Demo Request
EasyApps Pro
Product Comparison
EasyApps Pro Updates
System Requirements
Demo Request

EasyApps Pro: "Mini-Management" Software for the Growing Insurance Agency

EasyApps Professional offers a nice 'in-between' product for smaller agencies that aren't ready for a full agency management system but need more features than EasyApps offers.

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  • Enhanced Client Database with Filtering, Advanced Search, Columnar Sort, and Drop-Down Lists to standardize data entry
  • All 800+ 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
  • Saves lots of Data Entry and prevents E&O.
  • Upwardly compatible with EZAgent or AgencyPro as your Agency Grows
  • Toll free 800 tech support (Best Hand Holding Department in the Industry!) 

 

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