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What is Agency Master?

Agency Master is a cutting-edge management software tailored for insurance agencies operating within the trucking, equine, and aviation sectors. This versatile solution is accessible in both cloud-based and local formats, fostering a transition to paperless operations through its robust features, which include workflow management, certificate accounting, ACORD compliance, custom forms for specific companies, and integrated email functionality. Additionally, it offers comprehensive reporting tools, carrier access, historical data tracking, and much more. With an easy-to-navigate toolbar that includes a task list and all essential functions, Agency Master equips agencies to effectively oversee their client relationships and streamline their processes for enhanced efficiency. This software stands as an essential resource for agencies aiming to elevate their operational capabilities.

What is Agency Anywhere?

With the shift towards remote work for many professionals, Agency Anywhere ACORD Formsâ„¢ stands out as a perfect solution, streamlining the management of ACORD Forms. This innovative tool allows for quick and efficient form completion while providing the flexibility to customize agency management features based on individual requirements, ensuring that you only invest in what you truly need. Users of Agency Anywhereâ„¢ can effortlessly fill out, save, sign, organize, combine, and email ACORD Forms, making the process both simple and effective. The software is designed to empower users to choose and finance only the essential functionalities for their operations, promoting efficiency. As your insurance agency grows, you can incrementally add new features, which aids in saving both time and resources effectively. ACORD Forms are vital standardized documents widely used in the insurance industry, and Choices Software, Inc. has been enhancing their functionality for over thirty years. Governed by standards set by ACORD, these forms ensure uniformity across the sector. This dedication to quality and flexibility positions Agency Anywhere ACORD Formsâ„¢ as an indispensable tool for any insurance agency adapting to the changing dynamics of remote work. In a rapidly evolving industry, having the right tools can significantly impact productivity and client satisfaction.

Media

Media

Integrations Supported

Microsoft Outlook

Integrations Supported

Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$75 Semi-Annually
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 Master Insurance Software

Date Founded

1995

Company Location

United States

Company Website

www.agencymaster.net

Company Facts

Organization Name

Choices Software

Company Location

United States

Company Website

www.acords.com

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

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

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