Eclipse

Eclipse

Agency management software for insurance firms of all sizes

4.9/5 (27 reviews)

Eclipse Overview

Eclipse is a cloud-based agency management software designed to help small to large insurance firms manage policies, customers, claims, documentation, accounting and reporting. The platform enables users to process company, as well as producer commissions and financial transactions.

Eclipse offers a host of features such as accounts payable/receivables, ACORD form filling, ledger accounting, billing and reconciliation, reporting, ledger accounting and carrier downloads. Its integrated ledger functionality allows agencies to perform single entry accounting with general insurance ledger and check-writer options. The company transactions module facilitates real-time transactions with multiple insurance carriers through personal or commercial lines.

Eclipse includes a reporting feature which enables users to gain insight into growth, retention, claims settlement, activities and revenue. It also allows users to create custom reports with graphs. The platform integrates with various third-party applications such as QuickBooks, InsureSign, Rpost, Agency Revolution, Twilio, RMail and TeamUp.

Pricing

Starting from
N/A
Pricing options
Free Trial
One Time License
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Eclipse Reviews

Overall rating
4.9/5
100% positive reviews
24
Excellent
3
Very good
0
Average
0
Poor
0
Terrible
Cherrie B.

Maximize efficiency, productivity and profits.

Used Daily for 2+ years
Reviewed on 2019/06/05
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kari B.

We LOVE Eclipse!

Used Daily for 6-12 months
Reviewed on 2019/05/29
Review Source: Capterra

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.

Pros

This software is very easy to use and has all the features we need to manage our book of business efficiently.

Cons

After using Eclipse for a year, we have yet to find anything that we do not like about it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Amy G.

Easiest system to use!

Used Daily for 2+ years
Reviewed on 2019/09/10
Review Source: Capterra

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.

Pros

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!

Cons

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.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10
Craig H.

Eclipse in Michigan

Used Daily for 1+ year
Reviewed on 2019/05/30
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Kimberly B.

Ease of use

Used Daily for 1+ year
Reviewed on 2019/05/28
Review Source: Capterra

We love it and it's easy and friendly to uses

Pros

the system is easy to use and friendly and the cost was substantial savings

Cons

There were really none that we had. It was just time consumption.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Eclipse Pricing

Starting from
N/A
Pricing options
Free Trial
One Time License
Value for money

Contact North American Software Associates for pricing details.

Eclipse Features

  • Accounting Integration
  • Billing & Invoicing
  • Customer Database
  • Quote Management
  • Third Party Integration

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • Calendar Management
  • Client Portal
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Reporting & Statistics
  • Search Functionality

Additional information for Eclipse

Key features of Eclipse

  • Accounting Integration
  • Billing & Invoicing
  • Claims Management
  • Commission Management
  • Contact Management
  • Customer Service Integration
  • Document Management
  • Email Integration
  • Policy Management
  • Quote Management

Eclipse FAQs

Below are some frequently asked questions for Eclipse.

Q. What type of pricing plans does Eclipse offer?

Eclipse offers the following pricing plans:

Pricing model: One Time License

Free Trial: Not Available

Contact North American Software Associates for pricing details.

Q. What are the main features of Eclipse?

Eclipse offers the following features:

  • Accounting Integration
  • Billing & Invoicing
  • Claims Management
  • Commission Management
  • Contact Management
  • Customer Service Integration
  • Document Management
  • Email Integration
  • Policy Management
  • Quote Management

Q. Who are the typical users of Eclipse?

Eclipse has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does Eclipse support?

Eclipse supports the following languages:

English

Q. What type of pricing plans does Eclipse offer?

Eclipse has the following pricing plans:

One Time License

Q. Does Eclipse support mobile devices?

We do not have any information about what devices Eclipse supports

Q. What other apps does Eclipse integrate with?

Eclipse integrates with the following applications:

InsureSign, QuickBooks, TeamUp, Twilio Communications Cloud

Q. What level of support does Eclipse offer?

Eclipse offers the following support options:

Online Support, Phone Support