AgencyPro

AgencyPro

Agency Software
Paper Tracker

Paper Tracker

Caffeine Code Inc.
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance accounting or agents in need of an Insurance Agency software

Audience

Business owners wanting a paper tracker software for process servers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$50 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agency Software
Founded: 1988
United States
www.agencysoftware.com/products/agencypro/

Company Information

Caffeine Code Inc.
Founded: 2016
United States
www.papertracker.biz/process-server-software

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

Process Server's Toolbox

Process Server's Toolbox

DreamBuilt Software
Innoveo Skye

Innoveo Skye

Innoveo

Categories

Categories

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

Integrations

Internet Explorer
Mozilla Firefox
QuickBooks Enterprise

Integrations

Internet Explorer
Mozilla Firefox
QuickBooks Enterprise
Claim AgencyPro and update features and information
Claim AgencyPro and update features and information
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Claim Paper Tracker and update features and information