QuickFile™ Agency Management System
Rich Functionality. Immediate Access to Information to Help You Organize &
Grow Your Agency.
The QuickFile™ Agency Management System is the choice of thousands of insurance agencies like yours across the Country.
Features & Benefits
- Organize and manage your agency.
- Easy & immediate access to all your critical
agency information.
- Integrates with QuickQuote™ and other
comparative rating systems.
- Supports multiple lines including: auto, home, life, health & more.
- On-line access to your data.
- Company downloads.
- Real-time inquiry.
- Automatic endorsement processing.
- ACORD® forms.
- Loads of time-saving features.
- Cross-marketing reports.
- Custom reports & templates.
- Prospect management.
- Client management.
- Policy management.
- Email, faxing & word processing all built-in.
- Document imaging—attach digital photos & scanned documents to client records.
- Flexible revenue, renewal & production reports.
- Conversion from your existing management system.
- Export to QuickBooks®
- Training Webinars & Videos included.
- Easy installation and setup.
- Automatic software updates.
- Secure, online database hosting available.
- Easy monthly payment subscription plan.
- Rapid return on investment.
Download the QuickFile Datasheet
With dozens of new, productivity-enhancing features, QuickFile 3.8 will help make
your agency more productive and let you focus more on building your business,
not just managing it.
In addition to a complete set of tools to help you go paperless, QuickFile
provides the tools you need to grow your business.
QuickFile Specifications
Reports
Standard report library, including new Cross-Marketing report.
Create and save unlimited custom report templates.
Modules
Clients, Prospects, Mailroom, Reports, QuickChecks, Rolodex, QuickWord,
Forms, Downloads, Videos, Utilities
Forms
Support for over 245 ACORD® forms. Payment coupons,
labels, inspection forms.
Prospect & Client Management
Store quotes & applications.
Enter prospects’ information and send e-mail, fax or letters for follow-up.
Company Downloads
Supports
QuickDownload™ based on IVANS®
and AL3 file format.
Policy Management
Store multiple policies for each client.
Track client renewals & policy reports. Keep detailed policy information for
Auto, Homeowners, and Commercial Auto & General Liability policies.
Document Image Management
Scan and store documents & images directly in
client’s record.
Comparative Rater Support
Seamless integration with
QuickQuote™ and others. Transfer quotes from QuickQuote directly into QuickFile,
eliminating the need to re-enter client info.
Commission Tracking
Track and reconcile your agency
commissions and your individual agent/CSR/producer commissions.
Additional Features
Integral word processor, directly
e-mail/FAX from QuickFile, plus, memos and reminders, and Web updates.
Training & Support
Unlimited access to webinar based
training. Telephone and online support.
Minimum Requirements
Windows XP SP2 or higher (32 bit only), Vista
(32 or 64 bit), Windows 7 (32 or 64 bit), 512MB RAM, 1GB free disk
space, Broadband, 1024x768 screen resolution.

Learn more about QuickFile Enterprise