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
The commercial auto download has saved a considerable amount of time - it's very accurate. The system is very user-friendly.
- Diane Lawrence, Regional Insurance Agency