AccuAgency Agency Management System
Are you using paper files or a spreadsheet to manage your client information? There is a better way.
ITC’s agency management system AccuAgency is a powerful web-based system that integrates agency management and document storage all in one easy-to-use service. It’s simple to use and full of the features you want.
AccuAgency can handle everything involved in running your insurance agency. It can track commissions, automatically update policy data, and reconcile payment transactions.
AccuAgency automates your daily tasks, which decreases your workload and increases your efficiency. All your client data will be at your fingertips and easy to access, which gives you time to focus on growing your agency.
Want to know what clients are up for renewal? Or, want to identify people for potential cross-selling? The reports in our agency management software can give you that information and more to make solid business decisions. Plus, the notes and financial reconciliation features can help protect your agency from the unexpected.
- ACORD Forms
- Easy-to-Use Interface
- Embedded quoting with TurboRater
- File Storage
- Document & Image Storage
- Customizable Lines of Business, Management of Companies & Coverages
- Payments, Receipts & End of the Day Reports
- Client Follow-Up Reminders
- User Messaging
- Client Notes
- AccuAgency Support
- Company Downloads
- Printing of documents
AccuAgency reduces the time spent on tasks like browsing through paper files and providing client service. This improved efficiency lets you concentrate on increasing production.
Our goal is to reduce redundancies by helping you automate your daily tasks, lower expenses by going paperless, and better manage your agency by giving you the data you need.