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What is Paper Tracker?

Paper Tracker is recognized as one of the most advanced tools currently available for process servers in the industry. Its ability to function from any location with an internet connection removes the requirement for specialized hardware, and it is compatible with various operating systems, including Windows, Mac, and Linux, accessible via popular browsers such as Chrome, Internet Explorer, and Firefox. This versatility makes it a perfect solution for businesses with remote teams or various branches. Users can effectively monitor their operations and generate invoices, service proofs, field sheets, and billing statements for outstanding balances, all while organizing their statements by case number and managing both accounts receivable and payable, alongside maintaining a check register. Furthermore, the Client Web Portal greatly reduces the number of office calls by enabling clients to view the real-time status of their jobs, print returns, invoices, and statements, and access a range of documents made available to them. To enhance its functionality, the mobile application offers process servers routing directions for their assigned tasks, allows them to document service attempts and details, and supports the uploading of GPS-stamped images associated with each job. This comprehensive array of features not only optimizes the workflow for process servers but also fosters improved communication and transparency with clients. The combination of technology and user-friendly design positions Paper Tracker as an essential asset for modern process serving operations.

What is AgencyPro?

Introducing AgencyPro™ for Windows, our flagship product, which includes all the necessary tools to manage a nearly "paperless" insurance agency effectively. With the optional Download Module, users can effortlessly import client and policy information from carriers or rating vendors in ACORD® Level 3 format, significantly minimizing repetitive data entry tasks and lowering potential errors and omissions. As one of the most comprehensive agency billing and insurance accounting systems on the market, AgencyPro serves as a holistic accounting solution that oversees client accounts receivable, representative and company payables, direct bill reconciliation, invoicing, and payment processing. It supports both cash and accrual accounting methods while producing essential financial documents like Balance Sheets, Income and Expense Reports, and Trial Balances. Furthermore, it encompasses all the features found in EZAgent. Our dedicated team of agency accounting experts is celebrated for delivering exceptional support, ensuring clients enjoy outstanding assistance throughout their journey. This dedication to superior service truly distinguishes us from our competitors in the industry. With AgencyPro, you're not just investing in software; you're gaining a partner committed to your agency's success.

Media

Media

Integrations Supported

Internet Explorer
Mozilla Firefox
QuickBooks Enterprise

Integrations Supported

Internet Explorer
Mozilla Firefox
QuickBooks Enterprise

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Caffeine Code Inc.

Date Founded

2016

Company Location

United States

Company Website

www.papertracker.biz/process-server-software

Company Facts

Organization Name

Agency Software

Date Founded

1988

Company Location

United States

Company Website

www.agencysoftware.com/products/agencypro/

Categories and Features

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 Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

P&C Insurance

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

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