Agency Pro
AgencyPro™ for Windows equips insurance agencies with essential tools to operate nearly paperless. Its optional Download Module effortlessly imports client and policy data in ACORD® Level 3 format, minimizing data entry and reducing errors. The software provides extensive agency accounting capabilities, including customizable financial reports and advanced client database management features.
Top Agency Pro Alternatives
AbleTrend
AbleTrend, a highly acclaimed financial services software, has earned the prestigious Stocks & Commodities magazine readers' choice awards for 29 consecutive years.
MortgageCoach
MortgageCoach empowers Loan Officers to become Mortgage Coaches, enhancing borrower confidence and driving profitable conversions.
360SiteView
360SiteView revolutionizes claims management by offering a no-code platform that empowers insurers, TPAs, and brokers to streamline their processes.
NeuroShell Trader
NeuroShell Trader empowers traders with a dynamic platform featuring multiple chart pages for monitoring various securities simultaneously.
ClearRisk
ClearRisk empowers organizations across various sectors, including property management and retail, by streamlining risk management processes.
Protege
Protege revolutionizes the processing and tracking of collection letters for banking operations by automating multiple types of domestic drafts, including auto drafts and NSF checks.
defi SERVICING
This software streamlines account management, payment processing, and collections while offering self-service options for borrowers...
TranDotCom LMS
It streamlines training processes, enhances knowledge retention, and ensures adherence to industry regulations...
BillingCore
Its versatile features support multiple billing modes, streamline invoicing, and provide real-time analytics, allowing insurers...
Mortgage+Care
Their platform caters to a diverse range of clients, from small private lenders to large...
PolicyCore
With advanced automation and data-driven insights, it optimizes the entire policy lifecycle, allowing carriers to...
Mirror.me
It enhances customer experience while ensuring data privacy with global storage and Single Sign-On...
Insellerate
Their advanced CRM and Lead Management solution streamline lead distribution, enhance sales performance, and facilitate...
CruiseNet
It enhances credit unions' member engagement, supports fintechs in expanding their reach, and streamlines payment...
SimplyInsured
They handle everything from answering specific insurance inquiries to resolving complex issues for both employers...
Top Agency Pro Features
- Paperless agency management tools
- ACORD Level 3 integration
- Automated client data downloads
- Comprehensive agency billing system
- Client A/R management tools
- Rep and company payables
- Direct bill reconciliation features
- Cash and accrual accounting support
- Financial statement generation
- Income and Expense reporting
- Trial Balance generation
- Enhanced client database capabilities
- Advanced search functionality
- Columnar sorting options
- Pre-populated data entry lists
- User-friendly interface
- Agency accounting expertise support
- Customized invoicing options
- Streamlined operational workflows
- Detailed financial reporting tools
Top Agency Pro Alternatives
- AbleTrend
- MortgageCoach
- 360SiteView
- NeuroShell Trader
- ClearRisk
- Protege
- defi SERVICING
- TranDotCom LMS
- BillingCore
- Mortgage+Care
- PolicyCore
- Mirror.me
- Insellerate
- CruiseNet
- SimplyInsured
