CRMDAY One

CRMDAY One

CRMDAY
+
+

Related Products

  • Code-Cube.io
    7 Ratings
    Visit Website
  • Overmonitor
    8 Ratings
    Visit Website
  • Edgefinity IoT
    6 Ratings
    Visit Website
  • GiveLife365
    11 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • ContractSafe
    326 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    22 Ratings
    Visit Website
  • InEight
    168 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website

About

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

About

CRMDAY One is a cloud CRM and insurance operations platform for independent agents, agencies and FMOs. It brings client and household records, sales pipelines, policies, tasks, communication history and renewal workflows into one workspace. Agents can import HealthSherpa export files, preview updates and review conflicts, while embedded ACA quoting connects clients to Healthcare.gov plan comparisons. The platform supports Open Enrollment campaigns, workflow automation, reporting, agency networks and commission management. Its shared inbox brings together email, SMS, WhatsApp, voice and Instagram, with availability depending on configuration and third-party providers. Aria AI assists with insurance workflows, and an optional ChatGPT plugin lets authorized users work with CRM records and tasks in ChatGPT. CRMDAY One is aimed at U.S. insurance professionals serving health, ACA, Medicare and life insurance clients.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses, brands and companies interested in a customer relationship management solution to improve their services

Audience

Independent insurance agents, insurance agencies and FMO networks in the United States, especially ACA, health and life insurance teams.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Pricing

$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

CRMDAY
Founded: 2019
United States
crmday.net/one

Alternatives

Alternatives

iNube

iNube

iNube Software Solutions
Live 360

Live 360

360 Technologies USA LLC
BrokerEngage

BrokerEngage

Benefitalign
Webtrix24

Webtrix24

Webtrix Solutions
Aspire

Aspire

Impowersoft

Categories

Categories

Insurance CRM Supported

Integrations

ChatGPT Not Supported
Evergreen Supported
Facebook Not Supported
Gmail Not Supported
HealthSherpa Not Supported
Instagram Not Supported
WhatsApp Not Supported

Integrations

ChatGPT Supported
Evergreen Not Supported
Facebook Supported
Gmail Supported
HealthSherpa Supported
Instagram Supported
WhatsApp Supported
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim CRMDAY One and update features and information
Claim CRMDAY One and update features and information