da Assurance Systems
Quem usa esse software?
Independent insurance agents looking for a software partner. We offer agency management, personal auto comparative rater, websites and web marketing.
Avaliações médias4 avaliações
- Geral 3.5 / 5
- Praticidade 3.5 / 5
- Atendimento ao cliente 5 / 5
- Recursos 2.5 / 5
- Relação qualidade/preço 3.5 / 5
Detalhes do produto
- Preço inicial $65/mês
- Detalhes dos preços No contracts.
- Versão gratuita Não
- Avaliação gratuita Sim
Nuvem, SaaS, web
Ao vivo online
Dados sobre o fornecedor
- Assurance Systems
- Fundada em 1986
Sobre o AccuAgency
A complete web-based system that integrates agency management and document storage all in one easy-to-use program.
Recursos do AccuAgency
- Cálculo da tarifa de seguro
- Gerenciamento de contatos
- Gerenciamento de documentos
- Gestão de comissões
- Gestão de orçamentos
- Gestão de políticas
- Gestão de reclamações
- Life & Health
- Property & Casualty
- Carregamento da operadora
- Classificação comparada de seguros
- Classificação de múltiplas linhas
- Linhas comerciais
- Múltiplos estados (EUA)
- Para seguro de responsabilidade civil
- Para seguro de vida
- Para seguro médico e de saúde
- Para seguro pessoal
- Portal do cliente
- Portal do corretor
As avaliações mais úteis do AccuAgency
Avaliado em 09/02/2018
It's good for the price
Comentários: Its in budget.
Vantagens: It's inexpensive. Customer Service is great. Down time is minimal. Great for Auto rating. Reports are okay.
Desvantagens: 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.
Resposta dos fornecedores
por Assurance Systems em 12/02/2018
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.
Avaliado em 11/05/2018
Mediocre until the update which then was the final nail in the coffin for me for AccuAgency.
Comentários: Being able to rate with multiple company's but that's about it.
Vantagens: Tech support is on it with chat support being the best way to contact the support team. Price is relatively cheaper than the competition.
Desvantagens: 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.
Resposta dos fornecedores
por Assurance Systems em 24/05/2018
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.