Insurance Agency Management: Insurance agency operations across life, health, property and liability lines
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See it running
Insurance Agency Management, screen by screen
Real screens from the running product.
Works with
What Insurance Agency Management works with
Insurance Agency Management shares one database with the rest of the Insurance Suites and BridgeERP: these are the apps it already talks to, with nothing to buy in between.
And the wider platform
Any BridgeERP app can join the same database.
AccountingFull double-entry accounting, bank reconciliation, assets, budgets and statutory reports.
ExpensesEmployee expense claims with receipt capture and reimbursement.
InvoicingCustomer invoices, vendor bills, payments and tax handling.
SignSend documents for legally binding electronic signature.
SubscriptionsRecurring contracts, automatic renewals and MRR reporting.
ApprovalsConfigurable approval requests with approver matrices and audit trail.
In the suite
More Insurance Suites apps
Put Insurance Agency Management to work
Add it to your Insurance Suites plan, priced per policy in force, or start a free trial and see it running first.