$450 + tax One-Time Startup Fee

This includes a 3 Hour On-Site Training
*$125 Monthly Fee + tax for one (1) machine
*$20 Monthly Fee + tax for each additional machine
*This monthly fee includes all updates.


  • 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

About the USD DBIV Agency Management System

The USD Agency Management System (DBIV) is the easiest way to manage all aspects of your insurance agency or brokerage.

The DBIV was created by Agents for Agents. All of the features included are proven to operate your business with ease.

Boost sales and productivity with your DBIV.

Completely paperless system. Pre-filled Acord forms. 

Keep track of clients, prospects, carriers, cancellations, commissions, payments, renewals, endorsements, receipts, and much more including features to market your agency.

Extensive list of reports including daily ledger, new business report, commission tracking report, prospective clients and many more. 

The DBIV is a fully integrated system that includes the USD Pro Rater, the only web based rater approved by the NYAIP for commercial submissions. The USD Pro Rater also includes Commercial Auto, Personal Auto, Taxi/Livery/Bus, Hired & Non-Owned Auto, Contractors, General Liability, Homeowners, Artisan, Workers Comp and more. Client and quote info imports quick and easy into your DBIV. There are major cross selling opportunities available with your USD Pro Rater. 

Built in help icons throughout the system. On Demand Support. Our support team has extensive insurance industry experience to help you maximize the use of your DBIV.

TLC agencies will benefit from added features that were built into the DBIV just for this market.  These features include monthly invoicing of drivers, keeping track of payments made to the carriers or wholesalers, tracking radio bases, radio group numbers, medallion numbers and  the expiration dates  of TLC licenses , drivers’ licenses, SHL permits, vehicle registrations and vehicles’ Diamond stickers.


We do not issue any contracts to use our software products. We make it real simple. Use the product for as long as you wish. If you do not want to use it anymore, just send us a note and we will stop billing your company.


NOTE : If you would like to continue using the Agency Management System after the 30 day trial period the program will prompt you to register with USD. There is a $450 + tax One Time Startup Fee (3-hour training included) and a monthly fee of $125 + tax for one machine and $20 + tax for each additional machine. You have the option to pay for access monthly, quarterly or annually. This pricing includes all updates.Our team provides you the most current, up-to-date software. We take our clients suggestions seriously. Requests are shared with all agents, processed and programmed at no extra cost to our clients.


Verified Google Review

Emmanuel Osuyah, Alpha Direct Agency LLC

If you want an Agency Management System with reliable technical support that will both take your call and resolve the issue in one phone call, an AMS system customized to your Agency's needs, Professionals who get what we are trying to accomplish on a day to day, who have respect for all the hats we have to wear in our Agencies, a one stop shop, the AMS system you won't need a 6 months learning curve for, a system that you simply turn on, create a log in for your new employee and you ask them to use and its simplicity negates the need for any training, yet all the above is cost effective, plus all acords are up to date and compliant with NYS laws and still compatible with other States, then look no further than USD. I can't say enough about this software as you can see. I have used the Database for over 10 years and have dabbled with some of the flashy ones and still they can't deliver better results than the Database can. Thanks Guys!! You make it easy to get back to other tasks in the day.

Contact (212) 840-5091 or info@usdsoftware.com

  • 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
  • Quick Launch to Carrier and Other Websites
  • Quick Launch to MVRNOW
  • Real Time Rating for Auto, Home
  • To Do List, Reminders and Alert Notes with Priority Setting
  • USD Snapshot - Email a Screenshot or Save to Your Client File
  • Includes the USD Checkwriter
  • Includes the USD Commercial Acord Allinone
  • Includes the USD Pro Rater and Comparative Real Time Rater
  • ACH/Credit Card Integration Available*
  • Template and Custom Letters and Proposals
  • Digital Signature - Electronically Sign Forms

Contact us today to find your solution 800-353-3755