EZAgent has the tools needed to run a virtually "paperless" insurance agency. Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System. Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time. Cloud, mobile, open source. Screen pop-ups provide immediate access to the eAgent customer information to deliver personalized discussion, Instantly update your eAgent contacts during a phone call, Make calls directly from your web browser or web pages with, 8x8 Work for Desktop version 6.6 or higher. Fill out one single cert and send to hundreds of holders. Payment Gateway, eSign and mass email marketing. Copy the link that’s in the URL text box. EZAgent is compatible with our award winning Download Manager for personal or commercial lines, and is available as either an in-house system or on The Cloud. Integrated dialer/mass texting. Our low up front cost and maintenance fees make EZAgent a Great Value in the Insurance Software Industry! Access your data from any web browser in the world. All 800+ ACORD® Forms including Certs, Binders, and Apps for all states. It adds a virtual printer that attaches anything printable to the client's file. Enhanced Client Database with Filtering, Advanced Search, Columnar Sort, Pre-populated Drop-Down Lists to standardize data entry. Features for insurance agents Policy and Lead pipelines to track your new prospects and existing policies. Powerful, affordable and modular agency management system that lets you choose the set of features that best meets your needs. View a pop-up while an incoming call is still ringing, or only have the pop-up appear once you answer the call. It adds a virtual printer that attaches anything printable to the client's file. Includes Cert Holder Report to give to your carriers. Cloud-based insurance agency platform that helps retain customers, maximize profitability and successfully manage all operations. With 8x8's insurance plug-in for eAgent, incoming calls pop up with their record details on your computer screen, so you can provide personalized client service. Bring voice, video and chat to the applications you use every day. We would like to show you a description here but the site won’t allow us. The system comes with in-built Document Management System, Rules and Workflow components. Macaw is an Insurance Agency Management platform that supports end to end processes for MGAs and Brokers in P&C lines, covering CRM, Sales, Underwriting, Services, Claims and Accounting. Several typical integrations are built in e.g. Web based Insurance Broker(s) and insurance agent(s) Business management solution at a single server license with unlimited users. Snappii is a leading Mobile Apps and form apps company. Our latest 'Webview' technology takes you directly to the carrier's website for the currently selected policy. to Client's file. Insurance management software that provides powerful tools to automate your business, calculate commissions, generate leads, and more. Comprehensive Policy Management and X-Date Tracking. User Selectable Skins to customize the Look and Feel of EZAgent. The Customer Portal, Producer Portal and Carrier Portals allow different stakeholders to self-serve. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface and dedicated support. EZAgent includes document management and imaging for a 'paperless office', a powerful reporting module including X-Dates and Book of Business, as well as adhoc reporting. Bitrix24 #1 free insurance agency management platform. Features a calendar, reminders for employees, task lists, reports, logs, and more. Many Pre-Written Reports including X-Dates, Mailing Labels, and Many More! All-in-one insurance agency software solution that features customer tracking, commission management, renewals & benefit websites, etc. Hayden Lake, ID 83835. It can improve the efficiency of internal operations (saving time and money) and improve the client’s, or prospective client’s, customer experience. Robust, reliable, secure and integrated cloud PBX phone, Video meetings for a collaborative workspace, Unified messaging across mobile and desktop devices, Design better customer experiences with an intelligent, collaborative solution, Extend capabilities with seamless API integrations, Resources to maximize your communications investment. Cloud-based software that saves time and enhances the customer experience with interactive, customer-friendly, online smart forms. Easy onboarding, timecards, payroll, and more. Capterra is free for users because vendors pay us when they receive web traffic and sales opportunities. Compliance for humans. These customizable process-tracking tools help you map out your policy selection workflow and manage your new leads when they come in. One cloud solution for phone, video, chat and more. EZAgent™ has virtually all of the features of AgencyPro, without accounting, and is perfect for Direct Bill agencies. Online Administration Software, ideal for Insurance Providers, Brokers, Agencies or any Insurance Professional. Word Processor with 100+ pre-written sales letters. Time and Rep Stamped Client Notes. Insurance customer relationship software (CRM) is tailored to the specific processes and workflows used in the insurance industry. EZAgent™ Overview EZAgent™ has virtually all of the features of AgencyPro, without accounting, and is perfect for Direct Bill agencies. Plug & Play cloud based quote-to-bind insurance management system. Apply for or submit licenses and appointments in bulk directly from AgentSync. Our low up front cost and maintenance fees make, Value in the Insurance Software Industry! Local Number Porting & Direct Dial Number, Go to your eAgent account, click on the grid menu for. Insurance agency management tool that helps users with document storage, commission tracking, endorsements, and more. Insurance software designed to meet unique business needs, bring value to your business, & streamline insurance management. has the tools needed to run a virtually "paperless" insurance agency. Set Tasks, Appointments or Alarms for yourself or groups. Insurance Agency software automates the business, customer service and office management activities for insurance agencies. i2go Insurance Software as a Service (SaaS), Learn more about i2go Insurance Software as a Service (SaaS), Learn more about Vertafore Agency Platform. EZAgent is compatible with our award winning Download Manager for personal or commercial lines, and is available as either an in-house system or on The Cloud. Login to your 8x8 Work account using the desktop app and click on, Finish the search string by appending the request for the phone number by replacing the variable towards the end of the link (after phone =) with, In the caller number format dropdown, select.