Automated Group Benefits

Automated Group Benefits

AGB Business Services
RenewalCompass

RenewalCompass

Regency Software LLC
+
+

Related Products

  • Macaw AMS
    6 Ratings
    Visit Website
  • Service Center
    122 Ratings
    Visit Website
  • Lodgify
    5,030 Ratings
    Visit Website
  • Rippling
    19,366 Ratings
    Visit Website
  • LinkSquares
    713 Ratings
    Visit Website
  • Creatio
    523 Ratings
    Visit Website
  • Bravo POS for Pawnbrokers
    94 Ratings
    Visit Website
  • Everstage
    3,589 Ratings
    Visit Website
  • AuctionMethod
    43 Ratings
    Visit Website
  • Native Teams
    629 Ratings
    Visit Website

About

Automated Group Benefits is a business automation system developed specifically for General Agencies (GA) and the Employee Benefits Industry. AGB allows GA's to increase the productivity and efficiency of their businesses by incorporating seamless integrated state-of-the-art software. Automated Group Benefits can be provided as a fully turnkey system. All support is provided by our dedicated support staff ensuring that you can focus on building business. AGB contains an integrated tasking system to link tasks and notes to each record in the system. This ensures that renewals, deadlines and other tasks are completed. AGB contains reporting tools to manage clients and their related books of business including payment history and plan information with summary of benefits. AGB is able to track commissions and account information, as well as split commissions, calculate and print checks, send electronic payments and manage payment history.

About

RenewalCompass is a policy renewal pipeline built for independent insurance agencies with one to ten producers. It fills the gap between spreadsheets and a full agency management system, giving agents and their teams a shared, risk-scored view of every renewal in the book. Every policy in the renewal window is automatically scored by premium size, days to expiration, and recent contact activity. High risk accounts rise to the top so producers know exactly where to focus each day without rebuilding a priority list from scratch. The pipeline board moves renewals through five clear stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, with one-click stage progression and a full contact log on every account. The whole team works from the same board so nothing slips when a producer is out or a busy week gets away from the agency. RenewalCompass.com

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 searching for a Benefits software

Audience

Independent insurance agencies

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

No information available.
Free Version
Free Trial

Pricing

$59/month/2 users
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

AGB Business Services
Founded: 1980
United States
www.agbsoftware.com

Company Information

Regency Software LLC
Founded: 2016
United States
renewalcompass.com

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly

Alternatives

AgencyZoom

AgencyZoom

Vertafore
OneLink

OneLink

Intruity
TIS

TIS

Comtec Global

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360
Claim Automated Group Benefits and update features and information
Claim Automated Group Benefits and update features and information
Claim RenewalCompass and update features and information
Claim RenewalCompass and update features and information