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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

Renewly is vendor contract renewal tracking for procurement, finance, and IT teams who've outgrown the spreadsheet. When someone leaves, the spreadsheet leaves with them. The auto-renewals keep coming. A missed 30-day notice window locks you in for another year. Upload any vendor contract PDF. Renewly pulls the renewal date, notice window, auto-renewal clause, and contract value, usually within a minute. No manual data entry. Alerts fire before the notice window closes. Not the renewal date. The last day you can act. Not a CRM. Not a CLM. Renewly does one thing: track vendor contract renewal deadlines so you never miss one. Features: batch upload, spend analytics, calendar sync, team access, audit trail, and API access (Business plan). Portfolio insights surface renewal risks before they trigger. GDPR compliant. Hosted on SOC 2 Type II infrastructure. Built for companies tracking 20 to 500 vendor contracts. Free for 5 contracts. Paid plans from $149/month.

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

Procurement managers, operations leads, and finance teams at mid-market companies (50-500 staff) managing 20-500 vendor contracts. IT managers tracking SaaS renewals. Any team currently using spreadsheets or shared drives to track vendor contract dates.

Support

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

Support

Phone Support Not 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

$149/month
Free: up to 5 vendor contracts and 3 team seats, no credit card required. Starter: $149/month or $1,490/year - 100 contracts, 3 seats, calendar sync, CSV export, audit log. Business: $499/month or $4,990/year - 500 contracts, 10 seats, Slack notifications, webhooks, API keys, alert routing, priority support. Enterprise: from $999/month, billed annually - SSO, custom seats and SLA. Extra contracts above your plan: $2 each per month. 30-day money-back guarantee on paid plans.
Free Version 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 Not Supported
In Person Not Supported

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

Renewly
Founded: 2025
London, United Kingdom
renewly.gg

Alternatives

Alternatives

iNube

iNube

iNube Software Solutions
BrokerEngage

BrokerEngage

Benefitalign
Renewal Vista

Renewal Vista

Lob Labs LLC

Categories

Categories

Renewal Management Supported

Integrations

Evergreen Supported
GitHub Not Supported
Google Calendar Not Supported
Stripe Not Supported

Integrations

Evergreen Not Supported
GitHub Supported
Google Calendar Supported
Stripe Supported
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim Renewly and update features and information
Claim Renewly and update features and information