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. Secteur: Assurance Nombre d'employés: 2-10 employés
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. Secteur: Assurance Nombre d'employés: 2-10 employés
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.
Iain C. Secteur: Production audiovisuelle Nombre d'employés: 201-500 employés
I developed several apps for Android using Eclipse. More recently, I have used it to develop for Roku.
I like the fact that there are so many plugins for Eclipse, it is a real Swiss army knife of an IDE. I started off using it to develop for Android before Android Studio was released, but have used it for a variety of different projects now.
It feels a bit clunky compared to IDEs like Android Studio. Maybe it is the fact that it can be used to do so many things, but it can be a bit of a jack of all trades.
Bruce H. Secteur: Assurance Nombre d'employés: 2-10 employés
New employees can jump right in. It is that easy to operate. A customer and all their policies are on the first screen on a 'tree'. Click on it and it expands to show more detail than even an insurance dec does. Want to see a real dec? You can save it as an attachment to the policy number!!
This system was written to flow in a daily agency workday. Customer searches are easy and for that difficult one you just can't name, you can use their address or policy number and other ways to find them. Cross references are excellent. Texting, emailing, documentation with drag drop and great tools. I prefer in house file storage and as such the montly fee is very affordable. Support questions are answered by THE PERSON that answers the phone. I remember the old, leave a message and we will call you from a big, expensive vendor. As I said..this system is for agencies, not some programmer's idea of what you need.
Realtime is almost seamless. The home page is a virtual snapshot of your tasks of the day.
It has many, many reports available. So don't get me wrong on this con: there is a built in 'report maker' that literally can do ANY report. But it is a custom report maker, so you do have to learn the fields to make it work. This is really not huge, because a call to support will help you on the spot. Once that report is done, it is saved for next time. So the con is this simple...you might have to make your own if 'your wish' is not in the extensive list of canned reports.
Beyond that..Eclipse is awesome.
Amy G. Secteur: Assurance Nombre d'employés: 13-50 employés
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.