Who Uses This Software?
Independent insurance agents looking for a software partner. We offer agency management, personal auto comparative rater, websites and web marketing.
Average Ratings4 reviews
- Overall 3.5 / 5
- Ease of Use 3.5 / 5
- Customer Service 5 / 5
- Features 2.5 / 5
- Value for Money 3.5 / 5
- Starting Price $65/month
- Pricing Details No contracts.
- Free Version No
- Free Trial Yes
Cloud, SaaS, Web
- Assurance Systems
- Founded 1986
A complete web-based system that integrates agency management and document storage all in one easy-to-use program.
- Claims Management
- Commission Management
- Contact Management
- Document Management
- Insurance Rating
- Policy Management
- Quote Management
- Broker / Agent Portal
- Carrier Upload
- Commercial Lines
- Comparative Insurance Rating
- Customer Portal
- For Casualty Insurance
- For Health / Medical Insurance
- For Life Insurance
- For Personal Insurance
- Multiple Line Rating
AccuAgency Most Helpful Reviews
Reviewed on 2/9/2018
It's good for the price
Comments: Its in budget.
Pros: It's inexpensive. Customer Service is great. Down time is minimal. Great for Auto rating. Reports are okay.
Cons: There is no way to track homeowners and commercial quotes. Doesn't rate homeowners. Most commercial policy options are basic info only and there is a lot of manual entry when filling out policy info.
by Assurance Systems on 2/12/2018
Thank you for the review of AccuAgency. We pride ourselves on outstanding customer service and support so we are glad that you found the service to be excellent. We do offer carrier downloads which can help eliminate some of the manual entry of policy information. We agree there are some limitations with commercial policies but the good news is that we are actively working on a more robust system for commercial policies and certificate management that should be available mid-2018.
Please contact us with any questions or concerns and we very much appreciate your business and feedback.
Reviewed on 5/11/2018
Mediocre until the update which then was the final nail in the coffin for me for AccuAgency.
Comments: Being able to rate with multiple company's but that's about it.
Pros: Tech support is on it with chat support being the best way to contact the support team. Price is relatively cheaper than the competition.
Cons: The interface is not at all thought out after the update with a confusing layout that combines icons and labels scattered randomly around your screen. Simple commands are no longer simple requiring multiple clicks and hunting down hidden menus. The worse part is the system does not store DL numbers, DOB or addresses which is embarrassing as we now have to ask for this essential information when we shop for a different policy.
by Assurance Systems on 5/24/2018
We are sorry that your experience with the latest update hasn't been positive. We would love the chance to speak with you in person about your concerns. We put a lot of effort into the design of the latest HTML5 update to make it the most user-friendly system around and to be functional on any browser or on any device. We would love to get your feedback as we are constantly refining the user interface to make it as fast, friendly and efficient as possible.
The system definitely stores all data entered including addresses, DOB, and license numbers so we certainly want to check out what is happening to you with that and get it fixed asap. Please call our customer support line at 800-229-2009 and we can get these items resolved for you. If you should have any ongoing issues, please ask to speak to me, Roger Walker, and I will make sure you get these items resolved. Thank you for feedback and we look forward to addressing your concerns.