AgencyPro Overview

AgencyPro is an allinone software solution designed for insurance agencies to streamline operations and improve efficiency. The software offers a wide range of features to manage policies, quotes, renewals, claims, and client information. With AgencyPro, agencies can automate workflows, reduce administrative tasks, and ensure compliance with industry regulations. The platform also includes a robust CRM system, enabling insurance agents to build strong relationships with their clients and track communication history. AgencyPro supports integration with multiple carriers, simplifying the quoting and policy issuance process. Additionally, the software includes reporting and analytics tools to help agencies track performance, identify trends, and make datadriven decisions. Whether for a small agency or a large enterprise, AgencyPro helps insurance businesses improve productivity, increase customer retention, and stay competitive in the industry.

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Contact Details

  • Vendor Name Agency Software
  • Founded
  • Location United States

Support

  • Email Email
  • Knowledge Base Knowledge Base

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Insurance

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AgencyPro Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Portal
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Risk Assessment
  • Arrow Icon Underwriting Management
  • Arrow Icon Document Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Document Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customer Portal
  • Arrow Icon Underwriting Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Property & Casualty
  • Arrow Icon Reporting/Analytics

AgencyPro Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

AgencyPro FAQs

AgencyPro is an allinone software solution designed for insurance agencies to streamline operations and improve efficiency. The software offers a wide range of features to manage policies, quotes, renewals, claims, and client information. With AgencyPro, agencies can automate workflows, reduce administrative tasks, and ensure compliance with industry regulations. The platform also includes a robust CRM system, enabling insurance agents to build strong relationships with their clients and track communication history. AgencyPro supports integration with multiple carriers, simplifying the quoting and policy issuance process. Additionally, the software includes reporting and analytics tools to help agencies track performance, identify trends, and make datadriven decisions. Whether for a small agency or a large enterprise, AgencyPro helps insurance businesses improve productivity, increase customer retention, and stay competitive in the industry.

  • No, AgencyPro does not offer a free version.

  • Yes, AgencyPro offers a free trial.

  • No, Credit Card details are not required for the AgencyPro trial.

  • No, AgencyPro does not offer an API.

  • AgencyPro offers support with the following options:
    • Email , Knowledge Base

  • AgencyPro supports the following languages:
    • English

  • Following are the typical users of the AgencyPro:
    • Self-Employed , Small-Business , Midsize-Business

  • AgencyPro supports the following deployment:
    • Cloud Hosted , On-Premise

  • AgencyPro supports the following devices and operating systems:
    • Web-Based , Windows , Linux