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Software Status:Active

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

Vendor
AgencySmart
Year Launched
2002
Location
AgencySmart, LLC PO Box 791 Caldwell, NJ 07007
Deployment
cloud, ios, android
Training Options
documentation, videos, live online, in person
Countries Served
All Countries.
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch
Users
Insurance Agent, Producer, Agency Manager, Commission Specialist, Client Service Representative
Industries Served
List the Industries That Use the Software, Insurance Agencies (Retail and TPA), General Agents, Health Insurance Brokerage
Tags
Insurance CRM, Commission Management, Quote Generation, Online Enrollment, Renewal Tracking, Reporting Analytics, Agency Productivity

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

Free trial
Free version
Request a quote
Promo Offer

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

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