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Overview of InsurancePro

Agency management system designed for independent insurance agencies and brokers.


Categories· Insurance Agency Software
Athena Insurance Broking System (Life)
  • · Policy LifeCyle Management - Life & General Insurance
  • · Intelligent Quotation Management System
  • · Sales Force Automation
  • · Commission and Financial Management
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Athena Insurance Broking System (Life)Insurance
Agency Matrix
  • · 100% web based
  • · Automated address correction
  • · ACORD forms
  • · Clock-In feature
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Agency MatrixInsurance
  • · Organize Claims - store all the information you require
  • · Store Documents - attach photos, files etc
  • · Track Progress - monitor claim performance
  • · View Reports - powerful management reports keep you informed
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Hosted CRM
  • · Real-Time Web Lead Capture
  • · Intuitive Lead Routing
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Hosted CRMCustomer Management
  • · Track Policies: Save time servicing clients quickly
  • · Manage Commissions: Accurately calculate commissions
  • · Manage Agents: Minimize liability exposure by tracking agent
  • · Manage Documents: Go paperless by uploading documents
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Agreement Express
  • · Document management to monitor and manage your contracts.
  • · Workflow automation to eliminate costly manual processes
  • · Digital signature technology to eliminate courier costs
  • · API to integrate with any website or system of record
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Agreement ExpressOperations Management

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