AGENCY EXPERT

I have had several insurance agency management programs, but this surprised me because I can manage it my whole agency without much effort, send an e-mail the program itself and more, I am very happy with it. Very pleased with this software, practical and dynamic and that meets my expectations.

I didn't find the worst part. I recommend to all who are looking for a way to organize the insurance agency. It is a complete system and the support offered by the company is top notch. In addition to providing tools that enable total management of the brokerage, greatly facilitates operating on a daily basis, because besides the simplicity of use, adds values in the operation of the agency.

The Agency Expert met our expectations well, digital file, commission control, producer, and others. Also with good technical support. Service more than satisfactory, with fast and effective solutions. Perfect system, very easy to deploy and very efficient in processes. The Agency Expert is a useful tool and I recommend to all insurance business. Agency Expert helps us a lot about the organization and administration of insurance and brokerage customers. It has a friendly interface and very easy to use.

AgentExpert is a remarkable insurance agency management software. It has helped agents and agencies reach their maximum potential. It can easily handle all insurance tasks of your agency. The dashboard is not crowded with buttons keeping it simple and clear. This is coupled with an appealing design that seems to be strategically chosen. It installs quickly and can be deployed almost immediately after it. It is a cloud-based solution, hence provides access from anywhere using any device. This is a one point solution and provides a variety of features. Managing appointments, handling customer base, task management, etc call all be done using AgencyExpert.

You may - may not experience a couple of glitches while working with it. If at any time you do face a problem, the customer support is very active at handling queries. Apart from that, it is a stable and secure system. It is very easy to navigate and learn through this software. The functions it provides are tremendous and it is great for everyday use.

From an overall point of view, there are no negatives to this programme. It is easy, intuitive and innovative at the same time. It is flexible to cope up with your organisation’s rising needs. It can be used by insurance agencies in any field be it medical, life, financial planning, etc. From an agency offering a single product to a large brokerage firm, all can benefit from the use of this programme Currently, it is available in three versions i.e. the Agent Version, GA Version and MGA Version. All three versions have their own prices according to the functions they provide. You can choose the version that suits best to your requirements. No matter what version you choose it will definitely meet up to your expectations.

Agency Expert dashboard is not overloaded with buttons and settings like I have seen on similar applications , and it is easy to navigate and learn. It seems that good design is the company's philosophy and strategy. Agency Expert can be deployed within minutes ager payment with just a few clicks and everything is automated. Since Agency Expert is cloud-based solution , it is accessible anywhere and using any device since the UI is device responsive .

The overall experience is positive and the daily usage of Agency Expert is a fun process. We have not encountered any issue with the software neither any downtime. Agency Expert is made the way to keep data safe and this is at least what they claim. Usually, data safety and privacy is problematic for many companies to switch to a cloud-based software solution .

The customer service by Agency Expert GBS is quite good since the assistant are responsive and there are different ways to learn more about Agency Expert. Technical support team is very knowledgeable. I would strongly recommend giving Agency Expert a try since the company is offering a free demo and trial. Like many cloud-based applications Agency Expert is cost effective and it does not require any physical installation or large investment .

The best advantage you can find from AGENCY EXPERT is its’ easy-to-use software that makes it extremely easy to organize data, especially as the tool is very versatile. Having rather neat feature-set makes it well adaptable, no matter how big or small your need is. Thanks to lovely customer support you can also always be sure you have all the help you can need – in case you might need it (though most likely you won’t be needing guidance that much).

There are some issues when it comes to writing queries as it is requires quite a lot of hassle, especially once you realize even if after all the effort put in the report is still not good enough. Also, I’d say the search capabilities could see some improvement at this point.

If you are in a search for a simple system that is not too complex to use but at the same time can complete the job, then AGENCY EXPERT is an excellent tool to go for. Though creating custom reports is not very easy, thanks to the customer support you will surely get over the obstacles in no time.