Catalyit Premium Provider Since May 2024 | Last Updated May 2024
Encore is redefining insurance agency management tech for all sized agencies, utilizing cutting-edge technology blended with more than 30 years of agency ownership and agency management software development.
Features & Quick Stats
Core Business: Agency management software for independent P&C agents
How Encore Helps Independent Agents/Brokers: Help the agency owner understand his business, provide back office management for general ledger accounting, commission accounting, document management, certificate processing.
Integrations: SendGrid
Videos:
Key Features:
- Customer, Policy, Claims, & Certificate Management
- ACORD Forms
- Customizable Diary Types, Lines of Business, & Policy Status
- Document Storage
- Data Access From Any Web Browser
- Accounting Included
Website: encore4agents.net
Contact: [email protected]
Headquarters: Duluth, GA
Area of Operations: All US States and Territories
Catalyit Team Review
Simplified yet powerful AMS for growing agencies
Published: November 11, 2024
What we like:
- Comprehensive Search Capabilities: Encore AMS offers robust search features, allowing users to search for customers by email, phone, or partial matches.
- Integrated General Ledger Accounting: Unlike many platforms, it offers a full general ledger with departmental and multi-office support.
- Customizable Reporting and Filtering: The system provides intuitive tools to group, filter, and drill down into data, reducing the need for numerous separate reports.
- Pricing: Easy to understand and cost effective
Things to consider:
- Limited Integrations (for Now): While Encore AMS has much potential, it currently lacks integrations with popular CRMs and marketing tools, which may limit its usability for agencies seeking full tech stack integration.
- New platform: Verify that the platform will provide the features and functionality you need to service your book of business. It will take time for the platform to mature.
Summary:
If you’re looking for an Agency Management System (AMS) that simplifies your daily operations while offering some serious power under the hood, Encore AMS is worth your attention. Let’s break down what makes it stand out—and where it still has room to grow.
Key Features:
- Full General Ledger and Departmental Accounting
- Advanced Search Functionality with Drill-Down Capabilities
- Customizable Reporting and Grouping Tools
- Tab-Based Interface for Multi-Client Management
- Document Storage with Version Control
- Built-in Manager’s Dashboard for Performance Tracking
- Remote Hosting and Local Network Capability
Final Thoughts:
Encore AMS is a user-friendly agency management system that offers robust search functionality and an impressive suite of accounting tools, including a full general ledger. Designed to be flexible, it allows agencies to filter and drill down into data quickly, making reporting more customizable and efficient. While the initial version lacks extensive integrations, its scalable design and multi-office and departmental accounting position it as a contender for agencies looking for a comprehensive AMS solution. As the system evolves and expands its integrations, it could become an even more powerful tool for insurance agencies of all sizes.
* Unbiased review based upon information and insights available.
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