Eclipse
About Eclipse
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.
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Reviews
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- Industry: Information Technology & Services
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent tool provided for Insurance management stuff
Reviewed on 04/04/2022
Excellent and very happy with this product. Easy to use and customize as per our need.
Excellent and very happy with this product. Easy to use and customize as per our need.
Pros
Provide lots of features and functionality which help us to manage documentation, reporting, claim settlement, insurance management etc. Cloud base software can be accessed anywhere anytime. Scalable product from small insurance company to larger insurance company. On the go support service is also excellent. Provides real time data.
Cons
As of now, i can't say any negative point about this product.
Reasons for Switching to Eclipse
Comparing other products this is best fit for our need and pricing- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
We LOVE Eclipse!
Reviewed on 29/05/2019
Their training staff and customer service employees are amazing! Their rep has been so helpful to...
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.
Alternatives Considered
EZLynxReasons for Switching to Eclipse
The person who did the demonstration when we were choosing between EZLynx and Eclipse just seemed to be more interested in our needs than with the other product. They were more willing to explain the settings and customization options. It was also much more affordable for our agency!- Industry: Media Production
- Company size: 201–500 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 6.0 /10
A bit dated, but still solid
Reviewed on 27/12/2019
I developed several apps for Android using Eclipse. More recently, I have used it to develop for...
I developed several apps for Android using Eclipse. More recently, I have used it to develop for Roku.
Pros
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.
Cons
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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Maximize efficiency, productivity and profits.
Reviewed on 05/06/2019
Believe it or not, our agency has been with Eclipse for 21 years!! I have been with our agency for...
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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Agency Management System, by far
Reviewed on 06/12/2019
New employees can jump right in. It is that easy to operate. A customer and all their policies...
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!!
Pros
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.
Cons
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.
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:
- Starting from: US$0.01/one-time
- Free Trial: Not Available
Contact North American Software Associates for pricing details.
Q. Who are the typical users of Eclipse?
Eclipse has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Eclipse support?
Eclipse supports the following languages:
English
Q. Does Eclipse support mobile devices?
Eclipse supports the following devices:
Q. What other apps does Eclipse integrate with?
Eclipse integrates with the following applications:
Formstack Sign, QuickBooks Online Advanced, TeamUp, Twilio
Q. What level of support does Eclipse offer?
Eclipse offers the following support options:
Email/Help Desk, Phone Support, Chat
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