Eclipse Agency Management System
Eclipse offers the robust features independent insurance agencies need, without burdening their budget. It’s the ideal tool for tracking data and hitting sales goals.
How Much Does Eclipse Cost?
The Eclipse Agency Management System follows a per user pricing model. With per user pricing, there is no mystery behind how much the software will cost. Instead, agencies always have a clear idea of what their investment will be—and they are in control of whether the costs go up or down.
When your agency grows and you add more agents, those agents will become new users. If your agency operates or acquires additional locations, Eclipse's Multi Agency scalability allows your system to grow with your business.
Automate Your Manual Processes
Make digging for client data and dealing with external accounting platforms problems of the past. With Eclipse, your agency can automate many of its manual processes and give agents more time to connect with current and prospective customers.
Pipeline Management
Client Retention
Data and Reporting
Communication
Onboarding and Training
We understand the complexity, confusion and uncertainty of migrating over decades of client data to a new management system. In fact, we have helped over a thousand agencies navigate their transfer. Now, it is as seamless as possible.
Onboarding and training is a 60-90-day process, and during that time, we assign your agency a dedicated support person who guides you through every step of the transition.
They will help ensure your data makes it safely to the new system. They will also host trainings for you and your team and provide ongoing customer support. When you have questions or need support, you will have a familiar, friendly person to guide you.
Decide Eclipse is your Solution
Once you have evaluated Eclipse and determined it will be a good fit for your agency, we take care of some simple paperwork and get everything in motion.
Meet Your Trainer
You will be assigned a dedicated trainer who will introduce themselves and review the training schedule.
Install Software/Test Data Conversion (if applicable)
We will connect you into your software package. If doing a data conversion, we will bring your client data across from your previous software package for your staff to review for adjustments prior to going live.
Staff Trainings
Your trainer will coordinate web training sessions for your entire staff to get your agency familiar with Eclipse.
Coordinate "Go Live" Date
For agencies converting from another system, we will help you coordinate a cutoff with your old system and doing your live data conversion into Eclipse.
General Ledger Beginning Balances
If applicable, we assist with entering beginning balances to begin your fiscal accounting year within Eclipse.
Initial Company Downloads
Initial downloads are requested from your Insurance Companies to synchronize policy detail and make sure information is up to date. Daily downloads then keep your data current going forward.
Ongoing Commitment
After your agency is now running smoothly with the Eclipse software, your trainer will continue to monitor your agency's progress and guide you to make Eclipse a success for your agency.