Insurance Agency Management


Insurance agency management is a key component to agency profitability and accuracy. InsurancePro is an agency software system specifically designed for the needs of independent insurance agencies and brokers. This affordable, easy-to-use software will not only streamline agency management in order to reduce costs but will also increase efficiency and accuracy to help improve consistency and maximize client satisfaction.

Highlighted Software Features:

  • Prefilled ACORD forms. With each new form your agency must complete for a client, you invest time and increase the risk of errors. InsurancePro prefills much of the customer and policy data information in digital ACORD forms so that documents are quickly and accurately completed.
  • Record keeping and document scanning. One of the most frustrating procedures for insurance agency management is to standardize and monitor record-keeping procedures. Forms can always get misplaced or lost causing the potential for data breaches and the need for time-consuming replacement paperwork. InsurancePro keeps a record of all forms and letters that are created and stores them within each customer file along with scanned documents. Now, with just a couple of clicks, your staff can access PDFs and Word document files for each customer.
  • Commission reporting. Effective agency management includes the recording and tracking of all current commissions so that you can identify your highest producing carriers and focus your business accordingly. InsurancePro does this for you while also helping ease the process of reconciling commission statements and calculating commissions for producers.

See more InsurancePro features.

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