Insuraccess Overview

Insuraccess is a comprehensive insurance agency software designed to streamline operations for insurance brokers and agencies. This platform provides users with tools to manage client relationships, track policies, and facilitate claims processing, ensuring efficient service delivery. Users can easily access client information, manage communications, and generate reports on policy performance through a centralized dashboard. Insuraccess includes features for automating administrative tasks, enhancing collaboration among team members, and improving overall operational efficiency. The software’s user-friendly interface promotes ease of use for staff, reducing training times and enhancing productivity. By implementing Insuraccess, insurance agencies can improve client service, enhance operational efficiency, and ultimately drive business growth.

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Contact Details

  • Vendor Name WEBCBG
  • Founded 2011
  • Location United States

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Logistics & Supply Chain

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Insuraccess Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

Insuraccess Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$30 Per User

Insuraccess FAQs

Insuraccess is a comprehensive insurance agency software designed to streamline operations for insurance brokers and agencies. This platform provides users with tools to manage client relationships, track policies, and facilitate claims processing, ensuring efficient service delivery. Users can easily access client information, manage communications, and generate reports on policy performance through a centralized dashboard. Insuraccess includes features for automating administrative tasks, enhancing collaboration among team members, and improving overall operational efficiency. The software’s user-friendly interface promotes ease of use for staff, reducing training times and enhancing productivity. By implementing Insuraccess, insurance agencies can improve client service, enhance operational efficiency, and ultimately drive business growth.

  • No, Insuraccess does not offer a free version.

  • Yes, Insuraccess offers a free trial.

  • No, Credit Card details are not required for the Insuraccess trial.

  • Insuraccess offers the following pricing plans & packages:

    Basic

    $30 Per User

  • Insuraccess supports the following payment frequencies:

    • Monthly Subscription

  • No, Insuraccess does not offer an API.

  • Insuraccess offers support with the following options:
    • Chat

  • Insuraccess offers training with the following options:
    • In-person , Live Online , Documentation

  • Insuraccess supports the following languages:
    • English

  • Following are the typical users of the Insuraccess:
    • Self-Employed , Small-Business , Midsize-Business

  • Insuraccess supports the following deployment:
    • Cloud Hosted

  • Insuraccess supports the following devices and operating systems:
    • Web-Based