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. Cloud, mobile, open source. Many Pre-Written Reports including X-Dates, Mailing Labels, and Many More! Our unique business model allows you to invest in best-of-breed solution through a low-risk partnership. The Caller Info pop-up feature in 8x8 Work for Desktop (previously called Virtual Office) displays incoming calls with customer record details on your computer screen, so you can provide personalized client experience. EZAgent™ has virtually all of the features of AgencyPro, without accounting, and is perfect for Direct Bill agencies. Bitrix24 #1 free insurance agency management platform. Set Tasks, Appointments or Alarms for yourself or groups. Our low up front cost and maintenance fees make EZAgent a Great Value in the Insurance Software Industry! Email without printing first. Web based Insurance Broker(s) and insurance agent(s) Business management solution at a single server license with unlimited users. Insurance agency management solution that lets businesses manage activities for commissions, claims, invoices, and more. Macaw is an Insurance Agency Management platform that supports end to end processes for MGAs and Brokers in P&C lines, covering CRM, Sales, Underwriting, Services, Claims and Accounting.
Time and Rep Stamped Client Notes. Capterra directories list all vendorsânot just those that pay usâso that you can make the best-informed purchase decision possible.
Access your data from any web browser in the world. Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs.
Use the Caller Info pop-up feature for eAgent in 8x8 Work to automatically retrieve customer records for quick reference. Insurance customer relationship software (CRM) is tailored to the specific processes and workflows used in the insurance industry. Copy the link that’s in the URL text box. All 800+ ACORD® Forms including Certs, Binders, and Apps for all states. Tickler/Calendar Subsystem with Pop-Up Alarms. EZLynx is an insurance agency management software that streamlines all agency workflows. With 8x8's insurance plug-in for eAgent, incoming calls pop up with their record details on your computer screen, so you can provide personalized client service. Cloud-based software that saves time and enhances the customer experience with interactive, customer-friendly, online smart forms. Several typical integrations are built in e.g. At a glance, see whose policy needs to be renewed, and the carriers you work with. Fill out one single cert and send to hundreds of holders.
Integrated Document Management - Attach ANY file type (Pictures, PDF, Email, Excel, MS Word, movies, sound, etc.) Integrated software solution that handles policy administration, claims, billing, accounting & reinsurance for P&C insurance companies. Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time. Our latest 'Webview' technology takes you directly to the carrier's website for the currently selected policy.
Insurance Agency software automates the business, customer service and office management activities for insurance agencies.
CRM with lead tracking, drip marketing, quote engine and commission calculation included. Insurance agency management software that lets you nurture and grow your book of business, your staff and your office from anywhere. Features a calendar, reminders for employees, task lists, reports, logs, and more.
Save Email History to Client's file.
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