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| Top Sites for Insurance Broker Software
- Handpicked Recommendation |
Insuranceproonline.com
If you are an independent insurance agent or broker, you know that having efficient software is crucial to your credibility and profitability. InsurancePro is an advanced software system that organizes and improves the productivity of insurance brokers like you. It is full of features that are designed to make your work load easier and more organized. And anyone who has been around the insurance world long enough knows that staying organized and on top of your game is one of the most important parts of the client-broker relationship.
Take advantage of the Easy to Use Interface feature of this software. It helps you to stay organized with your clients by allowing you to search for them in different ways such as first name, last name, address, phone number, company associated with, as well as other modes of search. Each data file for the clients includes all of the critical information you need to know such as their full name, addresses, phone numbers, coverage type, etc. With this software you do not have to fuss with manually getting ACORD forms ready, printing them, filling them out, scanning, etc. All online ACORD forms are included with this software. Many of the sections are even pre-filled out in areas such as agency, customer, and policy data information. For your personal benefit, this software has a Commission Reporting feature that keeps track of your commission on an up to date basis so you can spend less time trying to accurately figure out your commission numbers and more time increasing your commission! This software includes preformatted letters, endorsement requests, and other general forms so you can save time drafting them. There are various other features that help to make this software as valuable as it is. See for yourself at Insuranceproonline.com and purchase InsurancePro right away.
Agencysoftware.com
If you are looking for software that will improve organization and productivity then take a look at the software available on Agencysoftware.com. Their flagship software, AgencyPro for Windows, allows you to run a virtually paperless insurance company. You can go green and help the environment while helping your clients at the same time. This software allows you to accomplish all of the things necessary to run a successful insurance company. You can track client payments, representative’s commission, company payables, income and expenses, and create balance sheets. There is a comprehensive Client Account Receivables with Invoicing and Statements feature allowing you to stay on top of your accounts. The Checkbook Manager allows you to keep track of all your accounts easier and print checks. AgencyPro has a wide assortment of other features that are aimed at providing you with all of the tools necessary to improve your profits and stay organized.
EZAgent is another software option on this website. This software, which also allows you to become virtually paperless, has a vast assortment of beneficial applications. Take advantage of its easy to sort through Enhanced Client Database with Filtering feature. Similarly, the Advanced Search feature, Columnar Sort, and Pre-populated Drop-Down lists help to standardize data entry and make searching for clients simple. This software includes all 600+ ACORD forms. This includes Certs, Binders, and Applications for every state.
Agencysoftware.com also hosts EasyApps Pro, EasyApps, and Par3. Each of these software systems has various benefits for the different needs of an insurance agency. EasyApps Pro is called “Mini-Management” for the company that may be small at the moment but is growing. EasyApps is widely used for its ACORD system. And Par3 is excellent software for proposals and quotes.
Take a look at all of the software available on Agencysoftware.com and find the one that is the most beneficial to you and your clients.
Agencyadvantage.com
Finding insurance software that works towards both yours and your client’s benefit does not have to be impossible. Using The Agency Advantage gives you the upper hand in the insurance world. With this software customer data is stored in an easy to use format. You can view all past cancelled, expired, and current policies easily. The Notes tab allows you to take as many notes on a file as you want with follow up dates and diary reports. The T-Files tab allows you to T-File, saving you time and expense filing. You are able to attach any type of file that you want to. This includes e-mails, Excel files, PDF documents, etc.
Tracking and managing customer account receivables is made easier with this software. You are able to keep your data up to date with company downloads. The history tab is beneficial because it allows you to look at what is happening all on one tab. You can print receipts, track EFTs, and manage your account easier with this software. There is a tab for word processor and unlimited form letters. You can use batch scan to easily and efficiently scan and store your documents. In addition to storing documents, you can easily store information about the client and their family or employers with the relative tab. And you can even print and save ACORD along with other forms to make filling out forms easier for you and your clients.
This software automatically calculates pro-rata and policy term premium changes for you so you can save additional time. There is a function for the end of day balance drawer and deposit preparation so you do not have to set aside as much time at the end of the day to figure everything out, allowing you to get more work done. You can store images and photos in your customer’s file that are easily accessed. The Agency Advantage software on Agencyadvantage.com has many, many other beneficial features that make it worth your while so buy it right away!
Gbsinc.com
When you are in the market for insurance broker software that is comprehensive and easy to use there may seem like a lot of options and finding the right one can be a challenge. But with the Agency Expert software available on Gbsinc.com you are able to achieve organization and proficiency with ease. This website has broken the features of this advanced software down into several categories to make it easier to follow. The categories include individual client tracking, group/business client tracking, policy and investments tracking, agent/agency tracking and recruiting, daily planning and scheduling, reports and searches, word processing, labels, and envelopes, contact management, corresponding/communicating with clients/prospects/agents/etc., prospecting, tracking and processing underwriting submitted business and renewals, commissions tracking and accounting, tracking carriers, carrier contacts, and the products you sell, and a plethora of miscellaneous features and benefits. With that long list of advantageous features is sure to pique your interests. These features work together to provide your business and your clients with the utmost productivity and profitability.
Breaking these features down into categories, you can see some of the major advantages of investing in this software. Through the individual client tracking you can track all of the relevant individual client/prospect data in over 200 pre-defined fields. You can link individuals to their employers or link them to their relatives. There are over 42 user-defined fields for you to look up your clients on, including city, state, and county look up by zip code. The group/business client tracking allows you to track employee census, track advisors and contacts, and all relevant data related to the business. Within the other features is a vast assortment of capabilities that are aimed at making your job easier and improving the relationship between you and your clients. Purchase the Agency Expert and Gbsinc.com now and start organizing your client information and improving your insurance company.
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