AgencyProAgency Software
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Paper TrackerCaffeine Code Inc.
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Related Products
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About
Our Flagship product, AgencyPro™ for Windows, has ALL of the tools you need to run a virtually "paperless" insurance agency. With optional Download Module, you can automatically download client and policy information from your Carriers or rating vendors in ACORD® Level 3 format. Saves unnecessary data entry and prevents E&O. AgencyPro is considered to be one of the most comprehensive agency bill insurance accounting systems available anywhere. It is a full agency accounting system including client A/R, rep and company payables, direct bill reconciliation, invoicing and receipts. It works on either cash or accrual basis and produces all necessary financial statements including a Balance Sheet, Income and Expense Report and a Trial Balance. It also includes all of the features of EZAgent. Our staff of agency accounting experts are the best 'hand-holding' department in the industry.
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About
Paper Tracker is one of the most advanced software for process servers to hit the market. Work Anywhere: Work from anywhere you have an internet connection, requires no special hardware to maintain or purchase, works with Windows, Mac, Linux with Chrome, IE and FireFox, great for companies with branch offices or remote workers. Track and generate invoices, returns or proofs of service/affidavits, field sheets and request for service, billing statements of all outstanding balances or create statements by case #, accounts receivable, accounts payable, and check register. Client Web Portal reduces phone calls to the office, checks real time status on jobs, print off returns, invoices and statements, and gives them access to any document you have marked visible to the client. Mobile - smart phone application provides server with routing directions for jobs assigned to them, record attempts and service information, and GPS Timestamps photos uploaded to associated job.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Insurance accounting or agents in need of an Insurance Agency software
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Audience
Business owners wanting a paper tracker software for process servers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$50 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/
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Company InformationCaffeine Code Inc.
Founded: 2016
United States
www.papertracker.biz/process-server-software
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Categories |
Categories |
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Commercial Insurance Features
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management
P&C Insurance Features
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management
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Integrations
Internet Explorer
Mozilla Firefox
QuickBooks Enterprise
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