Insurance Software
Insurance Software Forums Topics
  • Agency Management System Suggestions
    We are a P&C agency with about 1000 clients. We are currently running Applied Epic and have become VERY disatisfied with its "quirky" perfromance. We are a VERY email centered agency. Almsot all of our client communication is done via email. We currently generate automated reports to the clients regarding renewal etc. When Epic is working, it is truly awesome. HOWEVER, every time......
  • Agency Management System
    What's a good agency management system for a new agency? And what is the monthly cost for one of these?...
  • Are There Any Self Hosted Agency Management Software Options
    ...that are decent and have IVANS download, accounting, etc...? I have TAM currently hosted here, but it's quite old now and the per seat license is annoying since it's all self-hosted anyway....
  • Any New Agency Management Software Out There?
    Any new and exciting agency software out there?...
  • The Most Revolutionary Product Since the Agency Management System
    Hello to all, This is definitely a plug for Insuravision which I believe is the most revolutionary product to hit insurance agencies since the agency management system. Insuravision is a cloud based peer to peer real time communication platform that allows agencies to: -communicate in real time with clients or prospects (chat, text, phone, or face to face) anywhere in the world (down......
  • Best Agency Management System for Erie Agents
    I'm hoping somebody will be able to give me some feedback I offer erie insurance as well as Safeco & Allied my main concern is for erie customers & accord forms and other information if there's anybody out there thats using something other than xanatek and applied for crm. I would appreciate your feedback I would like to find a bus system that allows you to use accord forms, Monitor leads as......
  • Erie Agents Best Agency Management System?
    I'm hoping somebody will be able to give me some feedback I offer erie insurance as well as Safeco & Allied my main concern is for erie customers & accord forms and other information if there's anybody out there thats using something other than xanatek and applied for crm? I would appreciate your feedback I would like to find a bus system that allows you to use accord forms, Monitor leads as......
  • Best Agency Management Tool
    Hello , We are a small family owned agency (10 employees). We have been using vertafores Management tool "AMS360" for about 10 years now. All of our users have been using the original interface when navigating the system. Now they are forcing customers to switch to their "nextgen" interface which in hand is basically creating the problem of users learning a new program. I have had a grudge......