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Agency Management Software Features

Special Agent puts your agency - every client, carrier, policy and form - at your fingertips. It works like you work, with all the functions designed for speed, accuracy and efficiency.

Client Services

• Complete Policy Detail
• Full Transactional History
• Follow-Up Reminders
• Permanent Notes
• Word Processing
• Document Attachments

Accounting

• Invoicing
• Receipts
• Statements
• Receivable Aging
• Commission Reconciliation
• Producer Commissions

Acord Forms

• Applications
• Binders
• Certificates
• Loss Notices
• Auto-fill
• Plain Paper Printing

Integration

• Rating Import/Export
• Carrier Upload/Download
• Carrier Real Time Web Access
• Email
• Google Maps
• Click to Call

Reports

• Expiration
• Account Rounding
• Book of Business
• New/Cancelled Business
• Sales Analysis
• Marketing Lists, Labels, Mail Merge

People are Talking

While trying to tie up loose ends of a 49 year insurance career, I would be remised if I did not take a moment to say “thank you”. My only regret was that I did not find “Special Agent” earlier for my insurance agency operating system. Over the years I told anyone who might ask, or that I thought your system might be of use to, just how great the system and the people at Special Agent are. Thank you for a great product and for the great service you always rendered to my agency and to Stacy and me.
- Larry Quaglia, Quaglia Insurance Agency