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Third Party Integration Partners


With the Eclipse Insurance Agency Management System your team will have the ability to access third-party services as we integrate them. Our software is agile enough to properly interface with many different third-party systems in the future, so you can be assured that outside software you find useful for your business can find a home within the Eclipse ecosystem.

If there is a third-party service you would like to see us integrate, let us know. We’ll do our best to work with them.

How Do Third Parties Interact With Eclipse?

No matter what third-party service you choose to use through Eclipse, you’ll need to sign up and pay for that service separately. Once you have account login information, find your third-party service below and check the setup instructions. If you have any issues, contact our support team.

Costs

Any third-party integration partners are responsible for setting up your account within their service and handling billing. Once your account is setup with that service there are no additional costs for integration into our software, as long as we already support them.

Current Third-Party Integration Partners




RPost was first integrated with Eclipse version 6.1.0057. If HIPAA compliance has been a pain point for your agency in the past, RPost can provide real peace-of-mind because you’re able to send encrypted emails directly from the Eclipse email window. This allows you to obtain registered email proof, legal signatures and compliant email encryption anytime you need it.

In today’s world where there’s so much concern about email security and data privacy, their service can be just what your agency needs to protect your customer’s important data.

If you don’t currently have an account with RPost but are interested, learn more about its services and associated costs here.

Setup

After you have confirmed your account is active with RPost, in Eclipse, go to Setup, Agency Specifications, Operation Specs, and change the option to "Send Encrypted Emails via RPost" to "Y", update and close.

When creating an email in Eclipse, there will be a new checkbox below the message indicating that the email will be sent encrypted if checked. An email sent this way will be encrypted, causing the recipient to get two emails; one which has the necessary password (created automatically by RPost) and the next will be the encrypted email that will require the password be entered before it can be opened and read. The sender will also get an acknowledgement email from RPost indicating the email has been received and opened.




QuickBooks has been integrated with Eclipse for a number of years. If you’re a QuickBooks user, you know how invaluable it is to have it inside of your insurance agency management system.

With our QuickBooks integration, you only need to enter information once. Then, quickly and easily transfer information between Eclipse, comparative raters and QuickBooks.

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Please arrange for your lodging by contacting the Embassy Suites Minneapolis Airport hotel at 952-854-1000 or 1-800-EMBASSY, and let them know you need to make a reservation in the North American Software Associates block, Group Code: NAS. We have arranged for a group discount room rate of $129.00 per night, single or double until 10/01/2017. The discounted rate is valid 3 days prior, and 3 days after the conference dates. We recommend reserving your rooms as soon as possible! Reservations can also be made online by clicking on the link provided below.

www.embassymspairport.com.


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