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What is Socotra?

Our versatile product framework empowers you to craft engaging products and experiences tailored to meet the unique needs of your customers. You have the flexibility to create various insurance offerings designed for specific markets while selecting your desired distribution channels. Whether your focus is on setting up conventional business lines or innovating for the future, you can achieve your goals effortlessly and with minimal time investment. At Socotra, we view our platform as a dynamic software solution that adapts and grows over time. As a leading true-cloud solution for insurance, we offer continuous, automatic updates at no extra charge. This approach ensures that Socotra consistently enhances its capabilities by integrating new features and improvements. As a result, you benefit from software that is always up-to-date and fully functional, free from interruptions or additional expenses. From the outset, Socotra is engineered to be a ready-to-use solution, sparing you the need to allocate valuable resources to a custom project. This setup allows you to start configuring your insurance products right away and reap immediate benefits. Ultimately, our mission is to enable you to concentrate on your core business while we handle the intricacies of software development and evolution, ensuring your operations run smoothly and efficiently. With Socotra, you can easily adapt to market changes and customer demands, positioning your business for sustained success.

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

Coherent

Integrations Supported

Coherent

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Socotra

Date Founded

2014

Company Location

United Statess

Company Website

www.socotra.com

Company Facts

Organization Name

Agency Software

Date Founded

1988

Company Location

United States

Company Website

www.agencysoftware.com/products/agencypro/

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

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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