PapeFree is Insurance Agency Management System that helps small and mid-size businesses lead to 10x growth.

     

Get the whole picture for your with a single platform for seamless data and information flow. PaperFree Insurance Agency is an advanced Business Management Software melding together all sales channels, employee goals, and business strategies in one system.  Paperfree gives you the power to increase productivity without increasing headcount.

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Why PaperFree Insurance Agency Management System

PaperFree makes it possible to conduct sales, work with teams, and provide document management in your Insurance Agency business. The goal is to help you and your organization connect directly to client needs without needing a middleman. It's simple to customize, use, and manage.

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Main Insurance Agency Management System features at glance

 

Features help you control the growth

• 360' Financial, Sales, Inventory Overview
• All Bank Transactions on one screen
• Unlimited storage for your files and documents
• Billing: invoices, electronic claims, credit cards
• Appointment reminders to reduce no-shows: voice, text, email
• Reports for better decisions - billing, retention, demographics, and more

Grow your Insurance Agency market share

• One-click Insurance Marketplaces placement.  
• Drive traffic from Craigslist to your Insurance Agency website. PaperFree Market allows you to post ads on Craigslist and receive free Insurance targeted local leads and increased sales at no additional cost.
• Customized coupon Template Designs tuned for your Insurance industry.
• Filter-Based Advanced Inventory Posting.
• Social Insurance Marketing. Our PaperFree to Facebook Connector delivers real-time products to your Insurance Agency business fan page. Facebook is the fastest-growing social media, with over 500 million people using it; your Insurance presence on the world's most popular social network is vital. Our PaperFree Inventory to Facebook Application publishes your Insurance product listings in real-time. 

Digitize Paper Flow and Reduce operation cost

Never Handwrite Another Form! Wouldn’t you like to reduce the time and money wasted on forms? PaperFree is designed with a focus on access to information at your fingertips and cost savings from every corner. Your team can complete paperwork from any Internet device and email/fax customer paperwork at a click.

• Print any form from anywhere.
• Secure Paperwork.
• Generate forms in PDF format that are un-editable and forms transferred over the internet using SSL encryption.
• Make Insurance Agency Custom Forms. Most of our forms are digitalized. However, if you need custom forms, we will create them for you.

Simplify Sales Process

Complete sales paperwork in less than 5 minutes. Select a contract, select customer, select product and let PaperFree do the rest for you.

Reports and analysis

STOP guessing about your business' health and be certain of your Insurance Agency performance. In today's dynamic market, critical data analysis is an integral piece of Insurance business intelligence for sound decision making. PaperFree Insurance Agency Management System offers many key reports to support your Insurance Agency objectives.

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Reviews

"Our productivity has increased up to 65% as was promised after we move to the best Insurance Agency Management System from PaperFree." Mark, Interactive Insurance Agency

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Pricing

Revenue model. We are much more than just an IT company. To deliver the extra value we are willing to share IT deployment risks with you – when you make money, we make money.

Monthly fee. If your company has more than 100 users, we are open to discuss special pricing, customization, and extended services.

What's New in PaperFree Insurance Agency Management System

3.3.7:
+ Minor bug fixes
3.3.6:
+ Minor bug fixes
3.3.5:
+ Minor bug fixes
3.3.4:
+ New Insurance Agency workflow