Insurance Agency Management Software

Designed by an Agent, for an Agent. Continually in the making since 1987...

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Agency Access Pro
 
                          
"...was originally designed  for our own agency. At the time, we couldn't find anything that fit our needs while also being affordable. So with the help of a good IT friend, we sat down and worked on what we wanted in a management system. He quickly gave us something that worked, and we haven't left it alone since!  As the agency grew, so did our needs. We changed from a single desktop user to a networked system, allowing everyone in the agency to quickly work more efficiently. We added other lines, other carriers, other products, needed more prospecting abilities, more detailed reporting.  And the list just kept on growing!"
  
This program is now available to Independent Agencies and Brokers, providing powerful and effective features and solutions, all at a very affordable price.
 
But don't believe us, go try it for yourself! Try a free 30-day full trial versionWhat have you got to lose?

View our Flash Video Demonstrations!
 
Some key features include:
 
  • Easy and Quick Client Access
  • Complete Customer & Policy Detail
  • Complete Paperless Abilities
  • ACORD Forms
  • Customizable Letters
  • Numerous Reports and Graphs
  • Various Security Level Options
  • Works with ALL Lines of Insurance
 
Other capabilities include:
 
  • Daily or Weekly Suspense Reporting
  • Easy Mail Merging
  • Prospecting by X-Dates or Carrier
  • Automatic Renewal Notifications
  • Sub-producer Reporting
  • Scanning Capabilities
  • Transaction Reporting 
  • Checks Employee Productivity

 
Download free trial version at:
 
 
or 
You can contact us at:
 
Agency Access Pro
Greg Bellamy

Voice 859-543-8955
Fax    859-559-0019
Toll Free 800-783-7086
3197 Brighton Place Drive
Lexington, KY.  40509
greg@professionalplans.com