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EZAgent
Product Comparison
EZAgent Updates
System Requirements
Demo Request
EZAgent
Product Comparison
EZAgent Updates
System Requirements
Demo Request

EZAgent™ Overview

EZAgent™ has virtually all of the features of AgencyPro, without the accounting.  EZAgent has the 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!

Money

 

  • Newest WebView Technology automatically navigates and logs you in to over 180 carrier websites.
  • Includes the Agency Software Print Driver which allows you to attach a picture of virtually anything you can print (DEC Sheets, PDF Files, emails, pictures, etc) directly to the customer's file
  • Integrated Document Management - Attach ANY file type (Pictures, PDF,  Email, Excel, MS Word, movies, sound, etc.) to Client's file.
  • 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
  • All 800+ 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 Pre-Written Reports  including  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 EZAgent.
  • Cloud Hosted version available.  Access your data from any web browser in the world.
  • Toll free 800 tech support - Best 'Hand Holding Department' in the industry! 


 

 

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