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Value for money rating
4.9
/5
33
Price starts from
No pricing info
Price starts from
150
Per month
Pricing model
Free trial
Price starts from
500
Per month
Pricing model
Free trial
Price starts from
9.99
Per month
Pricing model
Free trial
Price starts from
11
Per month
Pricing model
Free trial
Price starts from
11.99
Per month
Pricing model
Free trial
Bruce H.
Insurance, 1-10 employees
Used daily for 2+ years
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New employees can jump right in. It is that easy to operate. A customer and all their policies are on the first screen on a 'tree'. Click on it and it expands to show more detail than even an insurance dec does. Want to see a real dec? You can save it as an attachment to the policy number!!
This system was written to flow in a daily agency workday. Customer searches are easy and for that difficult one you just can't name, you can use their address or policy number and other ways to find them. Cross references are excellent. Texting, emailing, documentation with drag drop and great tools. I prefer in house file storage and as such the montly fee is very affordable. Support questions are answered by THE PERSON that answers the phone. I remember the old, leave a message and we will call you from a big, expensive vendor. As I said..this system is for agencies, not some programmer's idea of what you need. Realtime is almost seamless. The home page is a virtual snapshot of your tasks of the day.
It has many, many reports available. So don't get me wrong on this con: there is a built in 'report maker' that literally can do ANY report. But it is a custom report maker, so you do have to learn the fields to make it work. This is really not huge, because a call to support will help you on the spot. Once that report is done, it is saved for next time. So the con is this simple...you might have to make your own if 'your wish' is not in the extensive list of canned reports. Beyond that..Eclipse is awesome.
Steve P.
Insurance, 1-10 employees
Used daily for 2+ years
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This Agency Management system is great for a smaller insurance agency. It is less expensive than the bigger competitor's products. Also, you don't have to log a phone call, and wait for a return phone call (not knowing when you'll get one). They answer the phone and work with you in real-time.
This software is very user friendly. If there is ever a capability that we would like, they take that under consideration, when they are doing a software update.
There really isn't anything that I don't totally like.
Kim B.
Insurance, 11-50 employees
Used daily for 2+ years
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Love it! best move. THe transition was easy and did not take much time at all.
this system is simple to use and the cost is remarkable compared to our prior vendor and the support is 100%
Reports could be a little more easier to use and more user friendly being able to create own report without support