Products and Partners

EDI Concepts has joined with the InStar Users Group (IUG) to provide support and updates to InStar Users.  The IUG recently received the right to manage their software for the benefit of their users making this the only management system under the control of their Users Group. InStar is one of the finest insurance agency management systems and one of only a few systems that offer fully integrated accounting as part of their program, no exporting data to some accounting program that does not work well for the Insurance Industry.

NOVA SalesPro

NOVA SalesPro is now wholly owned by EDI Concepts Inc.  NOVA SalesPro is an excellent automated marketing system and is integrated with InStar and Newton.  NOVA SalesPro goes beyond contact management allowing users to automate the processes that make their marketing efforts a success and provide statistics allowing management toward success. Many users have another primary data base program but it lacks marketing functionality. NOVA SalesPro is designed to be a companion product by allowing easy import of clients/prospects from you primary system.

NOVA SalesPro can automate any process involving sending correspondence and prioritizes Email, Letters and eFax based on information available on the prospect.  Items are sent at predetermined intervals, sending tasks to users when items are due, allowing the user to add a client/prospect to a new strategy depending on the outcome of a previous strategy. Persistent effort with a predetermined plan along with statistics on which to base adjustments will insure marketing success. Contact us at Info@EDIConcepts.net

Commission Download Converter

Do you have carriers that do not offer commission download?  We have a program that can take a commission spreadsheet, in MS Excel format, and turn it into an commission download file that can be processed by most insurance agency management software.  Some carrier files on which we currently work include American Country, American Service, American Modern, BCM, Brotherhood, Equity, Erie, RLI, Travelers of Mass.  Contact us at Info@EDIConcepts.net