CRMDAY OneCRMDAY
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Related Products
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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.
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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.
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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
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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
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Audience
Businesses, brands and companies interested in a customer relationship management solution to improve their services
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Audience
Independent insurance agents, insurance agencies and FMO networks in the United States, especially ACA, health and life insurance teams.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAgencySmart
United States
agencysmart.com/software/
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Company InformationCRMDAY
Founded: 2019
United States
crmday.net/one
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Alternatives |
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Categories |
Categories |
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Integrations
ChatGPT
Not Supported
Evergreen
Supported
Facebook
Not Supported
Gmail
Not Supported
HealthSherpa
Not Supported
Instagram
Not Supported
WhatsApp
Not Supported
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Integrations
ChatGPT
Supported
Evergreen
Not Supported
Facebook
Supported
Gmail
Supported
HealthSherpa
Supported
Instagram
Supported
WhatsApp
Supported
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