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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

Our agency has experienced accelerated growth both in terms of policy count and volume. This is our best year to date since acquiring the agency in 2005. I attribute this success primarily to Special Agent...

I would like to personally thank you for your great product and service.
- Steve Palenscar, Foley & Palenscar Insurance Agency