Features & Quick Stats
Key Features
- Pipeline Management
- Client Retention
- Data & Reporting
- Communication
How Eclipse Helps Independent Agents & Brokers
Integrations
- One-way integrations: Formstack Sign, Agency Revolution, Levitate, Glovebox, AgencyKPI
- Two-way integrations: Twilio, RSign/RMail
- Rating Integration Partners
- Company Download Partners
- Real Time Partners
- Product Integrations
Product Reviews
Eclipse Videos
Eclipse by NASA Product Spotlight
Eclipse Resources
North American Software Associates (NASA) Joins Catalyit’s Solution Provider Program
Product FAQs
Agency Management System
Suspense/follow-up tracking?
Yes
Direct bill commission download available?
Yes
Electronic signature integration?
Yes
Track all user activity?
Yes
Purge customer data/documents?
Yes
User customize views for "my" policies?
No
Employee time tracking available?
No
Personal downloads available?
Yes
Custom proposal module?
No
Location/mapping integration?
Yes
Support real-time interface for claim inquiries?
Yes
Ability to import schedules?
Yes
Agency/employee license tracking available?
Yes
Dashboard feature included?
Yes
Integrate with comparative quoting/rating systems?
Yes
Tools available for customer self-service
[eSignature integration, Fax integration]
Split/merge customers?
Yes
Task management?
Yes
Commercial downloads available?
Yes
Boolean searches of data?
Yes
Open documented API?
No
Track claim activity?
Yes
System support provided
[Support by email, Support by live chat, Support by phone, Training by person virtually, On screen help, Training using videos]
Support claim download?
Yes
Accounting integrated?
Yes
Split/merge policies between customers?
Yes
All data fields available for reporting?
Yes
Software/platform access
[Cloud Hosted Server, On Premises]
Reporting on activity data?
Yes
Document creation capability?
Both proprietary word processing and Microsoft Word
Document management/scanning features available?
[Drag and drop file attachment]
Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
Agency procedures available in system?
No
Fillable ACORD forms?
Yes
Marketing capabilities
[Referral management, Newsletter generation and distribution]
Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
Dashboard customizable by agency role?
Yes
SMS/Texting integrated?
Yes
Scanning/attaching to client file capability?
Yes
Policy processing workflows?
Yes
Automatic renewal processing available?
Yes
Dashboard alert of items past due?
Yes
Custom activity tracking?
Yes
System security by role/function?
Yes
Carrier submission management available?
Yes
Fax integration?
Yes
VOIP integration?
No
Custom form capabilities?
Yes
Microsoft 365 integration
[Email, Calendar, Word, Excel]
Reminder notifications/alerts available
[Pop-up, Email]
Archive customer data/documents?
Yes
Scanning/attaching to carrier file capability?
Yes
Accounting features offered
[General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]
Prioritize/flag notes?
Yes
Mobile device access
Yes