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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.

QuickFile Online Demo

Learn more about QuickFile Enterprise