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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

We deliver financial intelligence across your contracts to drive savings and reduce risk through a unique AI-as-a-Service model. Improve productivity across teams with instant access to important contract data, including inventory. Reduce risk, track obligations and expiration dates with alerting so you never miss renewals. Smarter decisions and stronger negotiations to improve business performance. Standardize the data collection and reporting process across departments. Goal tracking, monitor your ESG performance and get valuable real-time insights with sustainability analytics. Automate reporting, create multiple reports based off any framework. Generate PDFs or Excel reports. Enhance collaboration and speed up buying cycles with cross-team alignment.

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

Companies looking for an AI-powered contract intelligence platform that unlocks financial insights hidden in contracts

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

Terzo
Founded: 2020
United States
www.terzocloud.com

Alternatives

Alternatives

iNube

iNube

iNube Software Solutions
BrokerEngage

BrokerEngage

Benefitalign
CreateiQ

CreateiQ

Linklaters
Simplify Contracts

Simplify Contracts

Exsellant Software

Categories

Categories

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Integrations

Coupa
Docusign
Evergreen
Microsoft Excel
Microsoft SharePoint
Oracle Enterprise Manager
Prevalent
SAP Ariba
ServiceNow
Workday Extend

Integrations

Coupa
Docusign
Evergreen
Microsoft Excel
Microsoft SharePoint
Oracle Enterprise Manager
Prevalent
SAP Ariba
ServiceNow
Workday Extend
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim Terzo and update features and information
Claim Terzo and update features and information