eAgent Agency Management System
eAgent is a full-featured online agency management system that integrates with eBridge
to combine the efficiency and security of online document management with the productivity
tools you need to manage all your information. By eliminating paper and moving to
online file storage, agents and brokers can streamline operations, decrease costs
and reclaim valuable office space.
This web-based agency management system was designed to address those issues that offer the greatest payback for agents.
Key features of eAgent include:
- Easily add and access xDates and to-do's from any screen.
- Track production and renewals, identify cross-sell opportunities, follow up with current clients, and more with flexible reporting tools.
- Quickly add a new customer from your dashboard screen, and choose nightly or monthly downloads from more than 200 carriers.
- Scan, print, email, and import documents with just one click, and convert all documents to text-searchable PDFs.
- Track performance, policy stats, customer status, and new business from dashboard reports that automatically refresh every 60 seconds.
- Streamline operations with VoIP integration.
- Email customers individually or mass market from reports, set up drip campaigns and custom signatures, send attachments, and more.
- Give it a test run with a free trial, and access regular webinars and a robust library of training videos to take full advantage of the system.
- Simple setup has you up and running within minutes.
- Secure, safe, and compliant system protects your data.
All for an affordable monthly subscription without investing in costly software, servers or maintenance fees -- as little as $35 per month, with no setup or installation costs.
Click on any of the screen shots below to see how powerful eAgent can be for your agency.
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