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Description

Eclipse is a comprehensive, cloud-based agency management system designed to empower insurance firms of all sizes. It centralizes key functions including policy management, customer relationship management (CRM), claims processing, document st...

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Use Cases

Key Features

  • Accounting
  • Insurance Policy Management
  • Accounting Integration
  • Claims Management
  • Commission Management
  • Billing & Invoicing

Made For

Industries

  • Insurance
  • Financial Services
  • Risk Management

Customer Segments

  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • Comprehensive Feature Set: Eclipse offers a wide range of features covering all essential agency management functions.
  • Integrated Accounting: The integrated ledger functionality simplifies financial management and reduces the need for separate accounting software.
  • Carrier Integrations: Real-time carrier integrations streamline data exchange and reduce manual data entry errors.

Cons

  • Potential Complexity: The extensive feature set may require a learning curve for new users.
  • Dependence on Integrations: Reliance on third-party integrations could create issues if those integrations experience downtime or changes.
Company Name
Vertafore
Year Founded
1991
HQ Location
Denver, CO, USA
LinkedIn
1001-5000 employees
@Vertafore
12K followers

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