Your insurance agency is growing.
The Encore Agency Management System is here to give you the tools you need.

The Encore Agency Management System gives small and mid-sized independent insurance agencies everything you need to run efficiently, whether you're a single office in a small town or managing multiple locations: complete policy management, fully integrated accounting with a real general ledger, and seamless ACORD forms that eliminate redundant data entry.

No more juggling separate systems for accounting, no more manual document handling, no more paying premium prices for capabilities you actually need. While other systems with comparable features cost significantly more, we deliver the power of a comprehensive platform at a price that makes sense for independent agencies.

Spend less time wrestling with software and more time building your business.

See it in Action - Get a Live Demo
Colorful dashboard showing commissions by company, line, and producer.
Pricing Options
See the Features List

Base

$300/Month
3 Users (*)
1 Office (**)
Fully Hosted (***)

Includes:
Client Management
Policy Management
Document Management
Claims Management
Diary
ACORD Forms
Reporting
Manager’s Dashboard

Conversions
Live Support

Get a live demo

Pricing

Plus

$600/Month
10 Users (*)
5 Offices (**)
Fully Hosted (***)

Includes:
Everything in Base
General Ledger
Download
Integrated Email

Enterprise

$Call Us
Unlimited Users
Unlimited Offices
Self Hosted

Includes:
Everything

* Additional users can be purchased at $75/month
** Additional Offices can be purchased at $100/month
*** Base and Plus can be self hosted at the same price as fully hosted.

Custom Action Items on Everyone’s Desktop

Screenshot of an insurance claims management software dashboard showing sections for open claims, to-do lists, quotes, and expirations with organized tables and filters.

Encore Features

Customer & Policy Management

  • Policy Management

  • Claims Management

  • Certificate Management

  • Import Carrier Transactions
    - (company download)

  • Departments / Profit Centers Supported

  • ACORD Forms

  • Expirations

  • Book of Business Customizable Report

  • Diary

  • Customizable Diary Types

  • Customizable Lines of Business

  • Customizable Policy Status

  • Document Storage

  • Letter Writer

  • User Security

Questions? Contact us for more information.

Accounting

  • Agency Bill Invoicing

  • Account Current Management

  • Direct Bill Management

  • Producer Commission Management (supports multiple producers / policy)

  • Check Writer

  • General Ledger

  • Customizable Chart of Accounts

  • Customizable Default Accounts for Invoicing

  • Departments / Profit Centers

  • Reporting

    • Profit & Loss

    • Trial Balance

    • Balance Sheet

    • General Ledger

    • General Journal

    • Many more journals and registers