DBIV AGENCY MANAGEMENT SYSTEM

Call today 212-840-5091 or send an email to info@usdsoftware.com for your free demo and full trial version  

FEATURES

  • Acord Forms Pre-filled (Email/Print/Save to client file)
  • Automatic and Manual Invoicing
  • Built in Reporting - Cancellation, Commissions, Daily Ledger, Policy Count, Prospects, Renewals, Reinstatement, Written Premium and more
  • Client Database with Quick Sort and Filtering
  • Commission Tracker

The USD DBIV Agency Management System

The smarter, simpler way to run your insurance agency.


Built by Agents. Trusted by Agencies.

The USD Agency Management System (DBIV) was created by agents, for agents. Every feature is designed to make your agency more efficient, more profitable, and easier to manage.


Why Choose DBIV?

Boost Productivity – Streamlined workflows help you focus on growing your book of business.
Go Paperless – Pre-filled ACORD forms and digital records keep your agency organized.
Stay on Track – Manage clients, prospects, carriers, cancellations, commissions, renewals, endorsements, payments, receipts, and more—all in one place.
Powerful Reports – Gain insights with daily ledgers, new business reports, commission tracking, prospect pipelines, and more.
Integrated Rating – Includes the NYPASS Rater, the only web-based rater approved by the NYAIP for commercial submissions.


Designed for TLC Agencies

Special features built specifically for TLC-focused agencies:

  • Automated monthly driver invoicing

  • Payment tracking for carriers and wholesalers

  • Radio base, group number, and medallion management

  • Alerts for expiring TLC licenses, SHL permits, drivers’ licenses, vehicle registrations, and Diamond stickers


Built-In Help & Expert Support

💡 Help Icons throughout the system for quick answers
📞 On-Demand Support from a team with real insurance industry expertise


No Contracts. No Hassle.

We keep it simple: no long-term contracts, no hidden fees.
Use DBIV for as long as you want. If you decide to stop, just let us know—billing ends immediately.


Ready to Get Started?

DOWNLOAD FREE TRIAL  GET STARTED Request More Information

  • Complete Doc History
  • Completely Paperless
  • Control Center to Manage All Users
  • USD Contact Manager and Rolodex
  • Date and Time Stamped Notes
  • Print Daily Ledgers, Client Checks, Premium Checks and more
  • Print/Email Receipts
  • USD Snapshot - Email a Screenshot or Save to Your Client File
  • Template and Custom Letters and Proposals
  • To Do List, Reminders and Alert Notes with Priority Setting
  • Quick Launch to Carrier and Other Websites
  • Quick Launch to MVRNOW Instant Driving Records*
  • Includes the USD Checkwriter
  • Includes the USD Commercial Acord Allinone
  • USD GoPay Merchant Services Available*
  • USD GoSign E-Signatures Available*
  • SMS Texting Available*
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Contact us today to find your solution 800-353-3755