Eclipse Agency Management System

Eclipse offers the robust features independent insurance agencies need, without burdening their budget. It’s the ideal tool for tracking data and hitting sales goals.

Get an inside look at Eclipse.

Automate Your Manual Processes

Make digging for client data and dealing with external accounting platforms problems of the past. With Eclipse, your agency can automate many of its manual processes and give agents more time to connect with current and prospective customers.

How Much Does Eclipse Cost?

The Eclipse Agency Management System follows a per user pricing model. With per user pricing, there is no mystery behind how much the software will cost. Instead, agencies always have a clear idea of what their investment will be—and they are in control of whether the costs go up or down. 

When your agency grows and you add more agents, those agents will become new users. If your agency operates or acquires additional locations, Eclipse's Multi Agency scalability allows your system to grow with your business. 

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Pipeline Management

With built-in insurance CRM capabilities, agents can keep their pipelines organized and accomplish their sales goals.
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Client Retention

Keep your clients happy and engaged with automated touchpoints and complete email marketing features.
employee talking with clients

Data and Reporting

With easy to access data trees and robust reporting features, never worry about manual retrievals or incomplete data again.
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Communication

Quickly and seamlessly communicate with team members and clients while maintaining a record of all correspondence.
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This Agency Management system is great for a smaller insurance agency. It is less expensive than the bigger competitor's products.

Steve Pickelmann, Judd Insurance Agency

Customer Service is outstanding—whenever I call in with a question, they are very helpful and polite. The system is very user friendly! It is a must-have with our agency!

Susan Vance, Abbe Insurance Agency

Eclipse is user-friendly and the customer support is outstanding. They are easy to work with and the staff are experts with troubleshooting.

Rand Roeske, Lieser Insurance Agency

Integrations and Partners for Eclipse

Rating Integration Partners

Comparative raters help your clients find the best coverage for the lowest price with a minimal time commitment for agents. With Eclipse, we make it even easier. You will save time and avoid errors due to the accuracy of both the raters and the software. 

Find out if the other software vendors you work with currently handle exports from Eclipse.

Company Download Partners

Receive a more streamlined experience with hundreds of Insurance Companies certified for download into Eclipse. Synchronize your agency software's client policy details and transactions with carrier data on demand—keeping your data up to date.

Find out if the carriers you work with allow downloads to Eclipse.

Real Time Partners

When insurance carriers support Real Time transactions, they allow for a faster, more streamlined experience. Real Time partners, alongside Eclipse agency software, provide a valuable tool for agencies looking to see great results with fewer keystrokes.

Find out if the carriers you work with allow Real Time connections with Eclipse.

Product Integrations

With numerous third partner integration partners, Eclipse integrates with a suite of powerful products to add even more ease and accessibility to the system. From electronic signatures to drip marketing, Eclipse's partner software systems offer the features and functionality your agency needs.

Find out what partner services are compatible with Eclipse.

Onboarding and Training

We understand the complexity, confusion and uncertainty of migrating over decades of client data to a new management system. In fact, we have helped over a thousand agencies navigate their transfer. Now, it is as seamless as possible. 

Onboarding and training is a 60-90-day process, and during that time, we assign your agency a dedicated support person who guides you through every step of the transition. 

They will help ensure your data makes it safely to the new system. They will also host trainings for you and your team and provide ongoing customer support. When you have questions or need support, you will have a familiar, friendly person to guide you.

Decide Eclipse is your Solution

Once you have evaluated Eclipse and determined it will be a good fit for your agency, we take care of some simple paperwork and get everything in motion. 

Meet Your Trainer

You will be assigned a dedicated trainer who will introduce themselves and review the training schedule.

Install Software/Test Data Conversion (if applicable)

We will connect you into your software package. If doing a data conversion, we will bring your client data across from your previous software package for your staff to review for adjustments prior to going live. 

Staff Trainings

Your trainer will coordinate web training sessions for your entire staff to get your agency familiar with Eclipse.

Coordinate "Go Live" Date

For agencies converting from another system, we will help you coordinate a cutoff with your old system and doing your live data conversion into Eclipse.

General Ledger Beginning Balances

If applicable, we assist with entering beginning balances to begin your fiscal accounting year within Eclipse. 

Initial Company Downloads

Initial downloads are requested from your Insurance Companies to synchronize policy detail and make sure information is up to date. Daily downloads then keep your data current going forward. 

Ongoing Commitment

After your agency is now running smoothly with the Eclipse software, your trainer will continue to monitor your agency's progress and guide you to make Eclipse a success for your agency.

Agencies not meeting the hardware requirements to run the Eclipse Agency Management System may need to upgrade their office technology to support the system. Our team can help you evaluate your current setup and determine your compatibility needs.