Sentry IMS

Sentry

4.5 / 5 9 reviews

Who Uses This Software?

all insurance brokers, insurance agencies, tax prepares


Average Ratings

9 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
  • Training
    In Person
  • Support
    Business Hours

Vendor Details

  • Sentry IMS
  • sentryims.com/en/
  • Founded 2017
  • United States

About Sentry

We are dedicated to developing a management software for insurance agencies that is reliable, secure, and affordable. Sentry adapts to the needs of each individual insurance agency. Whether you are dedicated to selling only one type of insurance or several, our platform will fit your needs. Sentry will become your best tool. Our goal is to make work easier and offer cutting edge technology.


Sentry Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

Sentry Reviews Recently Reviewed!


Great customer service ! Easy to Use !!

May 29, 2018
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is easy to use and affordable for a small agency. Easy to bridge and easy to look up clients in the software. If it is a multi service office, additional entry options can be added which is definitely a great feature ! If you want a digital cabinet to store client files and not break the bank this is it ! Also, new employees learn fast !!

Cons: It's missing the downloads. Pricing is great but other management programs are now offering similar features and for a couple dollars more or near the same amount you get the downloads. Also, the limitation on employee logins, our offices turn around is low but it is a hasle creating/deleting new users. I would recommend this software for a small office if all employees are trained and use it.

Overall: Saved some money !! Prior software had too many features that we didn't use and was almost double what we paid. For what we use management systems this was the best fit.

BEST MANAGEMENT SOFTWARE OF ALL TIMES

Jul 03, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Sentry software is foremost professional in adapting to all needs that the client needs. Is by far the most user friendly and clean to manage. The most amazing thing about Sentry software is that they are alway innovating and dedicated to make their software the best. Always tailoring the management system to make sure your business is running in ease. Its organization with your clients, report database and follow up with pendings are all done to excellence with Sentry Software.

Cons: Sentry is perfection, there is nothing to dislike. If you ever have something you dislike Sentry makes sure they fix it in moments because Sentry cares to tailor and enhance your experience with them.

Overall: All my agents are able to do a professional outstanding job in their field of Insurance.

All the needs for your business are tailored to perfection.

Really easy to use but I would love a few changes on the system

May 22, 2018
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: easy to use, can look up the client several ways . that is it............ do not have much to say about it

Cons: I don't like when my clients have different lines of business and for each line is its own window , I don't like that i cant print notes individually(for endorsements) I don not like that it loges me off after i stop using it for a while.

Overall: i get better control on my clients

ITS A VERY EASY SYSTEM TO LEARN AND USE HAS ALOT OF POTENTIAL TO BE BETTER

May 22, 2018
3/5
Overall
3 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: Its pretty easy to use HAS SOME GOOD FEATURES I LOVE THE BIRTHDAY NOTFICATIONS IT GIVES UP WHEN WE LOG IN

Cons: DOESNT UPDATE POLICIES IF THEY CANCEL TO THE SENTRY SYSTEM HAVE TO DO MANUELY SO IF A POLICY IS CANCEL WE HAVE TO LOOK UP AND UPDATE SYSTEM

ALOT OF THE COMPANIES WE WORK WITH DO NOT WORK WITH SENTRY TO BE ABLE TO DOWNLOAD THE POLICIES

Awesome, what I was looking for.

May 24, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that it's completely customizable. The admin team was able to set up the system to meet our needs.

Cons: I love everything, and anytime I have a question or a suggestion I contact the admin team and they take care of it right away .

Overall: Complete control of my book of business. I always tell my follow agents about this system.

Great

May 22, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Drag the files without searching.

is fast when it comes to search for files.

Great when it comes to create files as well.

Cons: sometimes we are not able to send text and we wish we can have more space for letters and not have to send 2 or more text.

Overall: to do things faster and easy.

Fast And Easy

May 22, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Its very easy to use and fast to get the hang out everything is clear fast access to many services many other companies dont offer

Cons: not many cons we have great help with our marketing rep any questions we might have hes there to assist and and answer

Pretty easy to use. Glitches are fixed asap when addressed.

May 22, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: The alerts in the calendar section are really useful for our marketing. The pop-up alerts are also helpful when we are working on individual customers.

Cons: I wish that you could see the documents that are attached to each file on the screen instead of having to download the document first.

Overall: Texting abilities, more opportunities to market to our clients, and more ways of communicating with our customer service.

Love the simplicity of the program.

May 29, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Enjoy having everything on record and also having the ability to fix errors that other reps make.

Also, that there is a search engine when we want to figure out how many policies for each company has been sold.

Cons: What I like least about the program is that we can only send out one text message at a time rather than being able to click on multiple clients to save us time.