+
+

Related Products

  • Code-Cube.io
    7 Ratings
    Visit Website
  • GiveLife365
    11 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • ContractSafe
    319 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    22 Ratings
    Visit Website
  • InEight
    136 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • Nectar
    9,488 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website
  • ManageEngine ServiceDesk Plus
    1,946 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

RiskVille can help you automate core routine tasks within policy, claims and risk management. Manage your day-to-day operations including customer relationships, claims, policies and risks in one system. RiskVille is a cloud-based solution designed for any type of insurance business. We understand your business and know how important it is to see not only the whole picture of the business results but also to carry out carefully and accurately daily operations. Free up your people from doing monkey jobs and let RiskVille automate their routine. We all have audits and want to meet auditors with a smile feeling secure and compliant. Improve compliance by making audit processes more straightforward. RiskVille is GDPR compliant and hosted on the safe and secure Microsoft Azure platform ensuring safety and security for your data and processes. You can exceed clients' expectations by providing access to policies and claims via a simple online interface or friendly remind them about renewals.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Insurance agencies and companies in need of a cloud solution for risk and insurance management

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

RiskVille
United States
www.riskville.com

Alternatives

Alternatives

InsureEdge

InsureEdge

Damco Solutions
iNube

iNube

iNube Software Solutions
BrokerEngage

BrokerEngage

Benefitalign
Applied Epic

Applied Epic

Applied Systems

Categories

Categories

Integrations

Evergreen
Microsoft Azure

Integrations

Evergreen
Microsoft Azure
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim RiskVille and update features and information
Claim RiskVille and update features and information