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.
AgencySmart Introduction
What is AgencySmart?
AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable. CONTACT OR SCHEDULE A DEMONSTRATION HERE --> https://agencysmart.com/schedule-a-demonstration/
How to use AgencySmart?
Visit website for more info
Why Choose AgencySmart?
You should choose this if you want an all-in-one cloud solution that lets you manage client info anywhere, saving you time and hassle by combining data management, onboarding, and benefit enrollment in one place.
AgencySmart Features
Platform Administration
- ✓Task Management
- ✓Email Integration
- ✓Sales Tools
- ✓Commissions
- ✓Accounting
- ✓Contact Management
Platform Basics
- ✓Reporting
Platform Documentation
- ✓Electronic Signature
- ✓Policy Management
- ✓Claims Management
Pricing
Basic Quoting
30-Day Free Trial Available ($44 for NAHU Members)
- ✓ Unlimited Quotes
- ✓ Renewal Notification Dashboard
- ✓ Carrier Plan Designs & SBCs
- ✓ Census Import & Export
- ✓ HRA Funding Analysis
- ✓ GA Agency Tracking
- ✓ Track Books of Business by Producer
CRM with Commissions
30-Day Free Trial Available ($65 for NAHU Members)
- ✓ Renewal Notification Dashboard
- ✓ Carrier Plan Designs & SBCs
- ✓ Census Import & Export
- ✓ Full Commission Accounting
