Audience

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

About AgencySmart

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.

Pricing

Starting Price:
$49 per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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

Company Information

AgencySmart
United States
agencysmart.com/software/

Videos and Screen Captures

AgencySmart Screenshot 1
Other Useful Business Software
Build Agents and Models on One Platform Icon
Build Agents and Models on One Platform

Everything you need to build production-ready agents and models. Access 200+ Google and third-party AI models and tools.

Gemini Enterprise Agent Platform is Google Cloud's comprehensive platform for developers to build, scale, govern, and optimize agents and models. Choose from Google's most advanced models and third-party models like Anthropic's Claude Model Family.
Start Free

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online

AgencySmart Frequently Asked Questions

Q: What kinds of users and organization types does AgencySmart work with?
Q: What languages does AgencySmart support in their product?
Q: What kind of support options does AgencySmart offer?
Q: What type of training does AgencySmart provide?
Q: Does AgencySmart offer a free trial?
Q: How much does AgencySmart cost?

AgencySmart Product Features

Insurance Agency Management

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