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Eclipse Agency Management System – Version 6.2

Our Eclipse Insurance Agency Management System is the perfect tool for independent insurance agents to track customers, policies, documents, and everything else you need to build your business!

Eclipse was built from an independent insurance agencies point of view rather than a software developer’s and is constantly being upgraded to bring you more integrations, better functionality and smoother interfaces. This all adds up to you spending more time working on your business than in your business, and your associates have more time to build relationships with clients.

For more information on insurance companies we partner with, which insurance companies utilize Real Time integration as well as which rating interface partners work with Eclipse, follow these links:




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Customer &
Policy Tracking

Customer & Policy Tracking

  • Customer & Prospect Contact Management
  • Centralized Policy Information
  • Personal & Commercial Lines Policy Detail

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Documentation &
Follow-ups (E & O)

Documentation & Follow-ups (E & O)

  • Track Activities, Notes, Diaries, and Suspense
  • Paperless Support for Scanning & Imaging
  • Drag & Drop Attachments and Emails
  • Append Existing Entries and Retain Date/Time Stamps
  • Outlook Calendar Synchronization

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Powerful Marketing
Tools

Powerful & Flexible Marketing Tools

  • Form Letters
  • Mail Merge
  • Form Email Templates
  • Mass Email
  • Data Mining and Cross Selling

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Real Time
Carrier Interface

Real Time Carrier Interface

  • Policy Declarations
  • Billing & Claim Inquiry
  • Endorsements
  • Personal Auto & Home Quotes
  • Make Payments

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Eclipse Full
Accounting (Optional)

Eclipse Full Accounting (Optional)

  • General Ledger and Profit & Loss Reporting
  • Print Checks & Record EFTs
  • Record Payments and Make Deposits
  • Reconcile Bank Statement
  • Track Company Sweeps

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Eclipse Standard
Accounting (Included)

Eclipse Standard Accounting (Included)

  • Integrated Accounts Receivable (Including Invoicing & Statements)
  • Company Commission Reconciliation (Agency Billed & Direct Billed)
  • Producer Commission Accounting
  • Quickbook Integration
  • Single Entry Accounting

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ACORD Forms

ACORD Forms

  • Automated Processing and Form Filling
  • Certificates of Insurance
  • ID Cards
  • Appplications

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Company Download

Company Download

  • Personal Lines Download
  • Commercial Lines Download
  • Direct Billed Commission Statement Processing/Posting
  • Claims Download
  • eDocs / Messages

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Comprehensive
Reporting

Comprehensive Reporting

  • Agency Production Reports
  • Book of Business Report
  • Expiration List
  • Agency Analysis Reports
  • Financial Reporting
  • Customizable Report Generator

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Multi-Agency
Processing Capabilities

Multi-Agency Processing Capabilities

  • Separate Customer and Accounting by Location
  • Control User Security by Agency
  • Agency Specific or Consolidated Reporting

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Please arrange for your lodging by contacting the Embassy Suites Minneapolis Airport hotel at 952-854-1000 or 1-800-EMBASSY, and let them know you need to make a reservation in the North American Software Associates block, Group Code: NAS. We have arranged for a group discount room rate of $129.00 per night, single or double until 10/01/2017. The discounted rate is valid 3 days prior, and 3 days after the conference dates. We recommend reserving your rooms as soon as possible! Reservations can also be made online by clicking on the link provided below.

www.embassymspairport.com.


Personal:
Commercial:
Direct Billed:
Claims:
Initial Downloads:
eDocs:








Billing:
Claims:
Policy:
Loss:
Endorsements:
Website:
Payments:
Auto:
Home: