About AgencySmart
AgencySmart is a project management software from AgencySmart that supports creative agencies in managing their workflows. It combines task tracking, resource allocation, and project budgeting so teams can coordinate their efforts effectively. This platform offers customizable dashboards and reporting tools to provide insights into project performance and resource utilization. AgencySmart also includes collaborative features that facilitate communication among team members, ensuring everyone stays informed about project updates. Key capabilities: task tracking resource allocation project budgeting reporting tools collaborative features Best for: creative agencies that need to manage projects efficiently.
AgencySmart, developed as a cloud-based Customer Relationship Management (CRM) and commission management platform, stands as a sophisticated solution tailored for insurance agents, spanning small retail shops to national Third-Party Administrators (TPAs) and General Agents across the United States and potentially beyond. Engineered to enhance productivity, effectiveness, and profitability, it integrates real-time quote generation, precise commission tracking, and streamlined online enrollment into a cohesive system accessible from any web-connected device—be it desktop, tablet, or smartphone. With a 30-day free trial and partnerships with prominent carriers, AgencySmart empowers agents to manage client relationships, track policy renewals, and ensure accurate payouts, establishing itself as an indispensable tool for insurance professionals seeking operational precision and client-focused efficiency. The interface of AgencySmart is meticulously designed for accessibility, offering an intuitive, cloud-based dashboard that delivers immediate visibility into renewals, service issues, and commission data, as showcased by its Renewal Notification Dashboard and Matrix Reports for cross-sale opportunities. This clear presentation of complex metrics—such as performance and book of business breakdowns—enables agents to address client inquiries and manage tasks with minimal effort, regardless of location.
Pros & Cons
- +Streamlines quotes, commissions, and enrollment with cloud-based accessibility.
- +Offers comprehensive reporting and renewal alerts for strategic insights.
- +Reduces paperwork and errors via self-enrollment and automation.
- +Provides flexible pricing tiers with a free trial, enhancing affordability.
- −Enterprise pricing lacks transparency, requiring direct contact.
- −Limited explicit integrations may restrict connectivity with non-carrier systems
Features
Key features
- Real-Time Quote Generation
- Produces accurate quotes instantly for medical, dental, and vision plans, simplifying sales processes.
- Commission Tracking
- Manages commissions, overrides, and bonuses with precision, ensuring timely and accurate payouts.
- Renewal Alerts
- Tracks and notifies agents of policy renewals, enhancing client retention efforts proactively.
- Online Self-Enrollment
- Enables employees to enroll digitally, reducing paperwork and errors for faster onboarding.
- Comprehensive Reporting
- Offers detailed reports on cross-sales, performance, and books of business for strategic insights.
- Client Communication
- Sends automated reminders and updates via a mass email portal, improving engagement.
- Audit Tracking
- Monitors all activities with a complete audit trail, ensuring accountability and compliance.
Additional features
- Real-Time Quote Generation
- Generates precise quotes for various insurance plans in real time, streamlining sales.
- Commission Tracking
- Calculates and tracks commissions, overrides, and bonuses accurately for swift payouts.
- Renewal Alerts
- Alerts agents to upcoming renewals, supporting timely client follow-ups and retention.
- Online Self-Enrollment
- Facilitates employee self-enrollment, minimizing manual entry and errors.
- Comprehensive Reporting
- Provides reports like Matrix, Performance, and Loss Ratio for actionable business insights.
- Client Communication
- Automates renewal reminders and plan updates via mass email, enhancing outreach.
- Audit Tracking
- Logs all actions for full transparency and compliance, tracking team contributions.
- Medicare Eligibility Alerts
- Notifies agents of dependents turning 65, aiding compliance and cross-selling.
- Book of Business Breakdown
- Analyzes producer portfolios by carrier, product, and commission for oversight.
- Census Management
- Imports and exports census data, supporting efficient plan design and analysis.
Pricing
Monthly plans
Basic Quoting
USD 60
Crm With Commissions
USD 90
Full Access
USD 120
Countries & Languages
Available in
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to AgencySmart
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
About AgencySmart
AgencySmart is a project management software from AgencySmart that supports creative agencies in managing their workflows. It combines task tracking, resource allocation, and project budgeting so teams can coordinate their efforts effectively. This platform offers customizable dashboards and reporting tools to provide insights into project performance and resource utilization. AgencySmart also includes collaborative features that facilitate communication among team members, ensuring everyone stays informed about project updates. Key capabilities: task tracking resource allocation project budgeting reporting tools collaborative features Best for: creative agencies that need to manage projects efficiently.
AgencySmart Details
AgencySmart's In-App Market Place
Does AgencySmart have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
Basic Quoting
USD 60
Crm With Commissions
USD 90
Full Access
USD 120
Accepted Payment Currencies
USD ($), CAD (CA$), EUR (€), GBP (£), AUD (A$), JPY (¥), CNY (¥), INR (₹), MXN (Mex$), BRL (R$), RUB (₽)
Pros & Cons
- Streamlines quotes, commissions, and enrollment with cloud-based accessibility.
- Offers comprehensive reporting and renewal alerts for strategic insights.
- Reduces paperwork and errors via self-enrollment and automation.
- Provides flexible pricing tiers with a free trial, enhancing affordability.
- Enterprise pricing lacks transparency, requiring direct contact.
- Limited explicit integrations may restrict connectivity with non-carrier systems
AgencySmart's Support Options
Email Address
info@agencysmart.comContact
(888) 778-5423AgencySmart's Alternatives
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
