Click Here for Demo Information
 

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

I've had Special Agent for five years. The download has made life so much simpler. I've doubled my volume without having to add staff.
- Jack Connolly, Wedgwood-Crane and Connolly