Property and casualty insurance agency management software manages the back-office functions of property and casualty insurance providers. These solutions provide contact management and marketing features to drive business growth. Property and casualty insurance agency management solutions are very similar in functionality to both general insurance agency management software as well as life and health insurance management software, but are tailored specifically for the life and health industries.
Property and casualty insurance providers use these solutions as the central hub for their sales and marketing activities, and these systems house all company contacts and client-related information. Property and casualty insurance agency management software often includes document management, sales and marketing-related task management, workflow management, client and contact management, and sales reporting functionality.
Property and casualty insurance agency management software can be implemented as a standalone solution, but is often a part of insurance suites software. These solutions also typically integrate with or provide functionality similar to marketing automation software.
To qualify for inclusion in the Property & Casualty Insurance Agency Management category, a product must:
Sales, marketing and educational engine for independent insurance agents and brokers. Train producers, educate and engage clients, and market to prospects with more than 5,300 professionally written and designed pieces of content. Customizable for agency branding.
Applied Epic is the industrys most technologically advanced, flexible and secure cloud-based agency management system, providing powerful automation capabilities and a greater level of visibility across an entire book of business. The system offers a single, open application with integrated capabilities to efficiently manage customer relationships, policy and benefits administration, sales automation, and financial accounting processes.
The Adaptik Suite empowers P&C insurers to turn even the most complex products and lines into opportunities for sustainable growth. Available on-premise or in the cloud, our solutions for policy administration, rating, billing, customer management, task management and product design are intuitive, user-friendly and endlessly configurable.