Insurance Agent Hacks: 11 Ways Eclipse Software Makes Managing Your Agency Easy

Posted on Dec 20, 2023

Running an independent insurance agency comes with no shortage of challenges — manual processes, changing regulations, customer retention obstacles — the list goes on. As an agency owner or manager, finding ways to overcome these challenges and effectively grow your business is imperative. That's where Eclipse agency management software comes in.

What Is Eclipse Software?

graphic logo of Eclipse agency management software

Eclipse software is an all-in-one agency management solution designed specifically to address the pain points of independent insurance agencies. By combining powerful automation, streamlined workflows, robust analytics and more, Eclipse simplifies day-to-day operations, boosts productivity and enables accelerated business growth.

How Does Eclipse Make Your Agency Easy To Manage?

image of insurance agent using eclipse AMS to manage their agency

Eclipse offers robust and intuitive features for agencies of all sizes at a scalable rate. It’s the best way to take control of your agency’s time and budget. Here are a few of the game-changing features:

1. SEAMLESS CARRIER INTEGRATIONS

Eclipse seamlessly integrates with top carrier systems to enable real-time policy and billing data transfers. This eliminates the headaches of manual data entry, saving hours of time and preventing costly errors. Agents gain more time to focus on servicing client needs.

2. 360° CUSTOMER LIFECYCLE VIEW

Eclipse consolidates all customer data into one centralized platform — from initial quotes to claims, billing and more. This complete 360° client lifecycle view improves customer service and retention. All details are accessible in one place to deliver an exceptional experience.

3. CUSTOMIZABLE WORKFLOWS

Every agency has unique processes. Eclipse is flexible to adapt to your workflows, not the other way around. Configure the software's automation to match how your agency operates for optimal efficiency. Eclipse fits your business perfectly.

4. DATA-DRIVEN INSIGHTS

Harness the power of data with Eclipse's robust analytics and insightful reporting. Identify growth opportunities, monitor staff performance, track financials and troubleshoot issues. With data at your fingertips, make smart decisions to drive your agency forward.

5. STREAMLINED PRODUCER COMMISSIONS

Eclipse makes managing producer commissions easy. Flexibly configure payout rules, quotas, hierarchies and more while staying compliant. Detailed reporting provides transparency into compensation - a win for agency owners and producers!

6. ENHANCED CUSTOMER RELATIONSHIP MANAGEMENT

Strengthen client relationships and boost retention with Eclipse's CRM capabilities. Templates, reminders and follow-ups help keep customers engaged. Consolidate key dates, policies and interaction history for personalized service.

7. SIMPLIFIED BACK-OFFICE FUNCTIONS

Say goodbye to the headaches of manual billing, invoicing and accounting. Eclipse integrates these back-office functions for automation and reconciliation. Agents can focus on higher-value work rather than paperwork.

8. WORK FROM ANYWHERE ACCESS

With Eclipse's remote access capabilities, agents can manage their business on the go from any device. No more being chained to the office! The platform's mobility keeps agencies productive around the clock.

9. SMOOTH ADOPTION AND ONGOING SUPPORT

Eclipse's intuitive interface enables first-time users to get up and running quickly - no learning curve. Plus, you get specialized training and ongoing 24/7 support for a smooth transition and adoption. Any questions or issues are handled with ease.

10. FAST IMPLEMENTATION

Most agencies are operational on Eclipse in as little as 30 days, thanks to expert implementation and data migration. Quickly move to the platform without major disruptions to your business.

11. ALWAYS UP-TO-DATE

Eclipse consistently improves its platform based on evolving client needs as well as industry regulations. Your feedback drives key upgrades over time so you get the latest innovations.

Get Eclipse Software For Your Insurance Agency

If your independent insurance agency is looking to:

Make everyday tasks a breeze
Create simple and effective processes
Improve customer service
Stay compliant with changing regulations
Accelerate business growth with CRM capabilities

Then Eclipse is the cutting-edge AMS you need.

Eclipse delivers tangible results for agencies of all sizes. Our users report increased productivity, higher customer retention, reduced errors and more streamlined operations within the first year.