InsurancePro Agency Management System
Are you using paper files or a spreadsheet to manage your client information? There is a better way.
ITC’s agency management system InsurancePro can handle everything involved in running your insurance agency. It can track commissions, automatically update policy data and reconcile payment transactions.
InsurancePro automates your daily tasks, which decreases your workload and increases your efficiency. All your client data will be at your fingertips and easy to access, which gives you time to focus on growing your agency.
Want to know what clients are up for renewal? Or, want to identify people for potential cross-selling? The reports in our agency management software can give you that information and more to make solid business decisions. Plus, the notes and financial reconciliation features can help protect your agency from the unexpected.
- ACORD Forms
- Commission Reporting
- Easy-to-Use Interface
- Client Notes and Follow-Up Reminders
- Letters and Mail Merge
- Online Cloud Storage
- Company Downloads
- Built-in accounting features
- Advanced Quote Management
- Email Capabilities
- Printing of Documents
- InsurancePro Support Options
- Customizable Policy Types and Fields
We know you are busy meeting the needs of current and potential clients. InsurancePro will reduces the time spent on tasks like browsing through paper files and providing client service. This improved efficiency lets you concentrate on increasing production.
Our goal is to reduce redundancies by helping you automate your daily tasks; lower expenses by going paperless; and better manage your agency by giving you the data you need.