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AgencyPro

Name: AgencyPro
Rating: 4.5 (2 reviews)

By Agency Software Inc

1138 Interested

Highlights : About AgencyPro

Direct and Agency Bill accounting

Track Client Payments, Rep Commissions, Company Payables, Income and Expense, Balance Sheet.

Easy-to-Use Direct Bill Reconciliation. Saves time and catches errors.

Complete Client Account Receivables with Invoicing and Statements

About AgencyPro

AgencyPro is agency software designed for insurance companies, intermediaries and underwriting agencies. It is suitable for organizations with multiple insurance products, including auto, home, health, accident, causality and life insurance. AgencyPro features ACORD form management, ledger accounting, accounts payable, accounts receivable, direct bill reconciliation, advanced reporting and comprehensive carrier downloads. AgencyPro is based on Microsoft SQL server, which enables it to accommodate up to 99 users simultaneously. The client database of AgencyPro allows users to search by filtering, advanced search, pre-populated drop-downs or columns to standardize data entry. Integrated document management enables users to attach any file type to a client file, including PDF, pictures, email, sound and video.

Specifications

Business Size

Startup

Deployments

Premise, Cloud

Language Support

English

Platforms

Product Details

Features

Direct and Agency Bill accounting

Track Client Payments, Rep Commissions, Company Payables, Income and Expense, Balance Sheet.

Easy-to-Use Direct Bill Reconciliation. Saves time and catches errors.

Complete Client Account Receivables with Invoicing and Statements

Checkbook Manager – Keeps Track of all your Accounts and Print Checks.

Four hours of Free Accounting Training included. We setup of your Chart of Accounts.

Client Database, ACORD Forms & Reporting

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