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Ratings and Reviews 0 Ratings
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What is Agency Advantage?
Your aim is to create a successful insurance agency, but balancing the needs of current clients with the pursuit of new ones can be a daunting task. We are here to assist you in improving your agency's sales figures, renewal rates, and overall profitability. Your achievements are intertwined with ours, and we are genuinely invested in your business's growth because it reflects our commitment to the right values. Each agency possesses distinct qualities, and our training team goes above and beyond the basics to help you maximize the benefits of Agency Advantage in your operations. While we do not produce devices like phones or laptops, we certainly recognize the critical role these tools play in your day-to-day activities. Moreover, our approachable and responsive support team is always on hand to handle any technical questions you might have about Agency Advantage. By collaborating with us, you can look forward to personalized assistance that meets your unique requirements and objectives, ultimately setting you up for long-term success. This partnership not only aims to enhance your operational efficiency but also strives to foster a relationship built on trust and mutual growth.
What is Agency Access Pro?
This program is now open to Independent Agencies and Brokers, providing a suite of robust and effective features and solutions at a cost-effective price. It was originally developed for our own agency, where we encountered difficulties in locating an affordable solution that fit our unique needs. With the help of a skilled IT friend, we worked together to create a management system designed specifically for our requirements. He developed a highly effective solution, which we have continually refined over time. As our agency grew, our needs changed as well, shifting from a single user setup to a networked system that allows all staff members to operate more efficiently. We added numerous lines, carriers, and products, which required improved prospecting tools and more detailed reporting capabilities. The enhancements have kept on coming! New features like daily or weekly suspense reporting, effortless mail merging, prospecting by X-Dates or carrier, and automatic renewal notifications, as well as sub-producer reporting, have all been incorporated to address our increasing demands. Each enhancement has played a role in creating a more streamlined workflow and achieving greater operational success, ultimately helping us serve our clients better. Overall, the evolution of this system reflects our commitment to continuously adapt and improve in a dynamic industry.
Integrations Supported
Formstack
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$595 one-time payment
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Agency Advantage
Date Founded
1990
Company Location
United States
Company Website
www.agencyadvantage.com
Company Facts
Organization Name
Agency Access Pro
Date Founded
1987
Company Location
United States
Company Website
www.agencyaccesspro.com
Categories and Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Categories and Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management