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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.

About

For Employers, spending less time managing their groupโ€™s benefits means spending more time focusing on the core of their business - people. Quote, sell and maintain small groups without the hassle of paper and multiple platforms. FormFire makes managing group benefits quicker, easier and more attractive for small groups. FormFire's platform makes the process of collecting Employee data simple. Plus, it empowers Brokers to gain and retain more clients. At renewal, quote every available plan, whether ACA or medically underwritten, without having to exchange a single piece of paper. With the help of a trusted Broker advising them, Employers can make the best decision about what plans to offer in a digital marketplace โ€“ from major medical to pet insurance. Employees can make plan selections online, comparing options and pricing in real-time.

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

Companies looking for an online insurance enrollment platform

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 Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Pricing

$399 per month
Free Version Not Supported
Free Trial Not 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 Not Supported
Live Online Supported
In Person Not Supported

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

FormFire
Founded: 2006
United States
www.formfire.com

Alternatives

Alternatives

iNube

iNube

iNube Software Solutions
BrokerEngage

BrokerEngage

Benefitalign
Planlined

Planlined

BART Technologies Inc

Categories

Categories

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Supported
Insurance Rating Supported
Life & Health Supported
Policy Management Not Supported
Property & Casualty Supported
Quote Management Supported

Benefits Administration Features

Claims Management Not Supported
COBRA Administration Not Supported
Deduction Management Not Supported
Disability Insurance Administration Not Supported
Employee Benefits Administration Supported
Flexible Spending Accounts Not Supported
FMLA Administration Not Supported
For Brokers Supported
For Employers Supported
FSA Administration Not Supported
Health Insurance Administration Not Supported
HIPAA Compliant Supported
Life Insurance Administration Not Supported
Online Benefits Enrollment Supported
Premium Billing Not Supported
Provider Management Not Supported
Retiree Administration Not Supported
Retirement Plan Management Not Supported

Integrations

Evergreen Supported

Integrations

Evergreen Not Supported
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim FormFire and update features and information
Claim FormFire and update features and information