Agency Master is an agency management solution, which helps businesses in trucking, aviation and real estate industries manage policy renewals, endorsements, payment records, client details and more. Key features include reporting, invoicing, accounting and certification.
Agency Master includes a document management tool, which enables businesses to create, scan and store insurance forms, email copies, photos and more. It comes with auto-filling capabilities, which lets users update policy numbers, vehicles, coverage limit and descriptions on insurance certificates. Additionally, it allows businesses to create customizable workflows and track task progress, employee activities, resource allocation and more, ensuring visibility across all ongoing projects.
Agency Master facilitates integration with ACORD forms, which enables businesses to create company-specific templates, merge multiple documents and save it on a local network for quick access. It can either be deployed on-premise or hosted in cloud. Pricing is available on request and support is extended via phone and email.
Devon W. Specializzazione: Assicurazioni
*Our agency is focused solely on Commercial Transportation Insurance. Agency Masters
Software is customized to meet our every need with our day to day activities and with our
*Affordable Pricing, Easy Setup, Simple User Interface
*Has all the core features to manage, grow, and measure our agency
*It delivers the information and documents we need when we need them
*We can easily access our contacts, send mass messages to our customers, view specific
information related to policies and more
*Provides efficiencies that make our agency more profitable and allows us to provide our clients
with more professional service
*We are able to devote more time to customer service and other important agency related
activities by not having to deal with unorganized pieces of paper and information
*The support staff brings a level of integrity to the business world that should be an example for
all corporate executives to follow. He is very competent in his management and technology skills and exhibits all of the qualities that are essential for success in the business environment.
We are writing to thank Agency Master for their assistance over the past five years that we have been using Agency Master agency management software. Our agency is a small 3 producer independent insurance agency providing mostly property and casualty products to the commercial and personal market. We have grown with your software and can attest to its accuracy and extensive capabilities which allow us to perform our work quickly and efficiently. It handles our daily mail, emails, faxes and all banking functions seamlessly and effortlessly giving us a complete record of our clients account to-dos, activities and history. The auto-fill capabilities of the ACORD and company specific specialty forms makes certificates, quotes and other forms a quick and easy process with complete accountability. The accounting functions maintain all information for our renewals, endorsement, payments, trust account, accounts receivable and producer commissions.
The personal attention that Agency Master staff has provided us is invaluable and along with the stability of the program, we can strongly recommend Agency Master to any new or established agency looking for a full featured agency management program that will provide them with years of service and reliability.
Ingrid V. Specializzazione: Assicurazioni Numero di dipendenti: 1.001-5.000 dipendenti
I check my customer's financial records with AM in order to determine whether their current plan covers for their needs and when their renewal is up.
I can check my customer and patient's records and their current health care plan, deductibles, and renewal dates.
Nothing bad to say about this particular piece of software, everything is well structured and organized.
We are commercial P&C brokers in NYC and are more than thrilled with Agency Master. Everything in the system from initial input of prospect information to policy issuance and invoicing is so streamlined it increased our productivity at least 40% over the two years we have been using Agency Master. Agency Master made the time consuming, painstakingly dreadful task of issuing hundreds of certificates a year into an easy few minutes. The accounting system tracks everything from agency bill and direct bill with such accuracy and ease of use it is amazing. The system is not only easy to use but just as easy to learn. I highly recommend Agency Master to any and all insurance agencies looking for a better, faster, simpler agency management system.
After over 2 years of searching, trying out, and examining other Agency system's in 1998 we made our decision. We choose Agency Master and have been an extremely satisfied customer for over 16 years. We cannot explain the ease of use, the performance and how with little more then an hour's training our new employees are able to use this incredbile verstile system. This is a system designed by an Agency Owner For Agency Owners, not computer programmers. Johnny and his Staff are professional, knowledgeble, and the best.