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
• 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