Eclipse is an insurance agency management system for independent insurance agents with both on-premise or cloud-based deployment. It provides features for single agencies as well as multi-agency locations of all sizes.
The system helps agencies manage customers, policies, claims, company and producer commissions, financials and documentation.
Eclipse features ACORD form filling, ledger accounting, accounts payable, accounts receivable, agency and direct billed billing and reconciliation, advanced reporting and carrier downloads.
Comprehensive reporting to manage agency growth, retention, activity and track agency financials is also available.
Eclipse offers integration with business solutions such as QuickBooks, InsureSign, Rpost, Agency Revolution and more.
Phone, email and live chat support are available through this vendor.
Cherrie B. Especialidad: Seguros Número de empleados: 2-10 empleados
Believe it or not, our agency has been with Eclipse for 21 years!! I have been with our agency for 14 years. Having experienced other client management systems prior, I found Eclipse to be easy to use and understand. It is methodical and makes sense. The support staff is exceptional in knowledge, willingness to help or find answers, to address problems, and friendly.
Obviously, things have changed over the years, but Eclipse is on board with all types of technology advancements. They do the vetting for us, define what is most beneficial and then offers it to us, the customer, in a customizable package specific for our Agency's needs. When I started in this agency, we were not using all the capabilities. Over time, with training and help, we were able to become more and more efficient.
We've also been able to attend several of the User Conferences over the years. I would highly recommend taking advantage of these conferences. You can meet with a community of people to see how the system is being used in their agency and exchange ideas. You can meet with and learn from the team at Eclipse. I am very satisfied with our relationship with Eclipse. We've had absolutely no reason to look for a different Client Management System.
NASA - Eclipse understands the needs of agencies and have been able to anticipate the uses in an agency setting. They continue to be pertinent in our industry.
This software allows us to be so much more efficient. Our records are accurate. Our Bookkeeping system is efficient, verifiable, combines with invoicing and billing. There is integration between most of our carriers reducing filing time and mailing time. We can run analytics to focus marketing efforts which all contribute to our ability to be more productive as an agency.
At times, we've had connectivity issues primarily because our situation as a bank-owned agency requires us to have an extra layer of security, but the support staff at NASA/Eclipse is so willing to work with our IT team. They are responsive to us in the agency. Always willing to address our questions and needs.
Kari B. Especialidad: Seguros Número de empleados: 2-10 empleados
Their training staff and customer service employees are amazing! Their rep has been so helpful to our agency in navigating the ins and outs of the software.
This software is very easy to use and has all the features we need to manage our book of business efficiently.
After using Eclipse for a year, we have yet to find anything that we do not like about it.
Amy G. Especialidad: Seguros Número de empleados: 13-50 empleados
I have used a few different agency management systems over the course of my career and Eclipse is by far the easiest of all to learn to use. The system is very literal which makes it easy for new users to figure out which cuts down on training time in the office. They also have a phenomenal support team to help with any issues.
This system is very easy to use, it doesn't take much time to learn on your own BUT you don't have to since they provide on deck training!
There are some system restrictions that could make the system a tiny bit more effective such as being able to run reports by user rather than production.
Craig H. Especialidad: Seguros Número de empleados: 2-10 empleados
Versus prior management system, we have become more efficient, fewer steps with documentation procedures. In addition the support staff has been very helpful, even for a quick question via email or a phone call.
Ease of use. The ability to both email and text from the client file. The ability for customer follow up to have input in chronological order by user vs creating a new follow up. Interface with both company website and to comparison rater. Accounting is not Quick Book, yet the ability to make corrections if an error exists.
Commercial policy input. Inability to be logged in at more than one workstation at a time. Timing out of real time transaction stamp for the customer file activity.
Brad F. Especialidad: Seguros Número de empleados: 13-50 empleados
At this point, we use Eclipse for everything. The feature that I personally like the best is the ability to drill down in reports to get the information that I need to cross-market to existing policies.
Eclipse is a very intuitive platform to use. From creating new accounts (prospects or customers) to scheduling follow up contacts with my customers, and everything in between. It flows well, and makes my life easier in so many ways.
I do wish I could get to the customer file from the follow-up section on the main screen.