Powerful Web-Based Agency Management
Simple to use. Full of the features you want.
ACORD forms - All ACORD forms are available in AccuAgency. Access ACORD forms from within a client’s policy or quote and many fields will pre-fill with the client information. Fields may also be edited. Print or store each form with our document storage feature. A record will be kept for each form you create.
Reports - AccuAgency provides you with numerous reports. Track production, monitor and track marketing campaigns, prospects, employee production, insurance company level production, quotes, policies, renewals, etc. With AccuAgency’s reporting tools you can easily track your agency’s performance and obtain the information necessary to determine profitability and areas for improvement. All reports can be exported to Microsoft Excel.
Document & Image Storage (Attachments) - Eliminate all paper with document storage. Store any type of document including Adobe Acrobat files or PDFs, Microsoft Word documents or digital photographs. All documents are stored on AccuAgency’s secure servers. Attach images and documents by client, policy or quote, or use the file storage feature for additional storage needs.
File Storage - Eliminate the need for a server with AccuAgency’s file storage feature. File storage includes an agency level storage file and an agent level storage file. Share and store agency level files with all users in the “Agency File” or use the “My Files” feature to store files which are only accessible by individual user.
Rolodex - Manage your contacts using the Rolodex feature. Quickly look up contacts including insurance company contacts, lienholders or employees.
Letters - AccuAgency provides you with many letter templates with built-in macros. You may edit the templates, add additional information or create your own letters using the “New Letter” feature. Utilize the letter templates and/or create your own letters. Create letters by client or easily send batch letters using the “Print Letters” feature within the Reporting tool.
User Messaging - Send messages to other AccuAgency users with the “Messages” feature.
Client Follow-Up Reminders - Create reminders and set notifications with the “Reminders” feature. You may select the exact date and time you would like to be reminded. A record of the reminder will be saved in the client history.
Client Notes - Create notes within the client level information, policy level or quote level. Keep a running history of all client conversations.
Payments, Receipts & End of the Day Report - Track premium payments with the “Post Payment” feature. Print and issue customer receipts once they are posted. Track day-to-day monetary transactions with the “End of the Day” Report.
Email Capabilities - Email individual clients and prospects from within the client page or use the batch email feature from within the Reporting tools.
Customizable Lines of Business, Management of Companies & Coverages - AccuAgency provides you with a list of default lines of business. You can add custom lines of business, set up and manage your companies by line of business, and add specialty or custom coverages for each.
Commissions - Track and reconcile commission payments.