Agency Advantage, The
Agency automation software with all the features and power agents want and expect at a fraction of the cost of the mega systems, including support for Transactional Filing Ddocument Scanning, Agency Accounting, Point of Sale Receipt Issuance & Money Handling, EFT Tracking, Check Issuance, Notes & Diaries, and Much More!
Supported Technologies
Windows 95/98/ME,
Windows XP/2000/NT
Software, ASP Hosted
Click on a technology to view similar products within this category.
Pricing
System
$175 /mo
sales@agencyadvantage.com
800-833-5179
Additional Product Information
Interface to Your Favorite Comparative Rating Software
• Eliminates re-entering Customer & Policy Information
• Automatically Calculates Pro-Rata & Policy Term Premium Changes
Point of Sale Receipt Issuance
• Customer Payment Tracking With Automatic Company Check Writing & EFT Tracking
• Handles All Types of Tender: Cash, Checks, Money Orders, Credits Cards, Etc.
• Automatic Transmittal Letters for All Payments
• End of Day Cash Drawer Balancing & Deposit Preparation
• Complete Management of Agency Trust Account
Seamless Agency Accounting
• Automatic Premium & Commission Capture Eliminates Policy Invoicing
• No Monthly Closing Required
• Extensive Reporting by Line of Business, Company, Transaction Type & More
• Producer / CSR Commission & Fee Statements
• Agency / Broker Fee Accounting
• Complete Accounting for Add-ons
• Accounts Receivable Module Handles Split Down Payments & Other Monies Due Agency
Document Imaging & Digital Photo Management
• Images & Photos Stored in Customer Folder for Easy Retrieval
• Batch Scanning Supports Fast Scanners With 50 Page Automatic Document Feeders
• Archival of Old Images & Photos
Transactional Filing Support
• Handle All Customer / Lien Holder / Company Calls From Your Computer Screen
• Eliminate Lost or Misplaced Files
• Batch Entry Provides Quick, Easy Processing of All Agency Documents
Endorsement Processing
• Widely Accepted Generic Change Request integrated With Customer & Policy Info
• Endorsement Suspense for Automatic Follow-up on Change Requests
• Fax Change Request Directly From Your Computer
Much, Much, More!
• Complete Diary System Provides Follow-up on Notes, Letters, Change Requests, Etc.
• ACORD Forms
• Open Binder System Spotlights New Business Without Dec Pages
• Easiest System To Learn & Use
• On-Screen Training Videos Provide Quick Start-up
• Knowledgeable & Friendly Support Staff With 800 Number Access