Manage Your Agency
Integrated Accounting
Agency accounting should be easy and accurate. Run real-time accounting without the lengthy month-end and year-end processes, and get valuable insight into agency finances, client retention, and new business growth — no specialized knowledge required.
- Trust accounting
- Full general ledger accounting
- Commission download statements
- Batch-processed financial reports
- Easy-to-understand report layouts
- Analytical reports by CSR, producer, policy type, or carrier
“When we started the switch from our former management system to Agency Systems, I expressed many concerns. I just wanted to take a moment and say “thank you” and how impressed I have been during this transition with you and your team. Kudos to all of your team that helped us.”Ana – Doral, FL