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AgencySmart

AgencySmart serves as a comprehensive solution tailored for insurance brokers and general agents, enabling them to handle clients, policies, commissions, and on...

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AgencySmart serves as a comprehensive solution tailored for insurance brokers and general agents, enabling them to handle clients, policies, commissions, and on...

Watch Demo Get Pricing
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Product Overview

AgencySmart serves as a comprehensive solution tailored for insurance brokers and general agents, enabling them to handle clients, policies, commissions, and onboarding seamlessly within a single platform. Although its design may appear somewhat traditional when set against the backdrop of more modern SaaS offerings, AgencySmart effectively consolidates disparate systems into a cohesive workflow that enhances efficiency and reduces the likelihood of mistakes.

Product Details

What Is AgencySmart?

AgencySmart is a comprehensive management platform tailored for insurance agencies, specifically designed for brokers and general agents dealing with employee benefits, insurance, and financial products. This all-in-one solution integrates CRM capabilities, commission tracking, quoting, and onboarding into a single cohesive system. By providing built-in tools that cater to insurance workflows, it minimizes the need for external integrations. With centralized data management and streamlined operations, AgencySmart enhances daily tasks and accommodates both individual and commercial insurance markets.

AgencySmart Pricing

This software offers four distinct pricing tiers:

  • Basic Quoting: $60/user/month

  • CRM with Commissions: $90/user/month

  • Full Access: $120/user/month

  • Enterprise & GA: Custom Pricing

A 30-day free trial is available across all plans. For tailored pricing options for AgencySmart, please reach out to our team.

Please note that pricing may change.

AgencySmart Integrations

Currently, AgencySmart does not explicitly list any integrations on its website. However, you can view a free demo of AgencySmart to help you initiate your workflows.

Who Is AgencySmart For?

This platform caters to a diverse array of industries and sectors, including:

  • Retail insurance brokers

  • Third-party administrators

  • Consultant teams

  • Customer support representatives

  • Small to medium-sized agencies

Is AgencySmart Right For You?

If you're an insurance agency looking for an integrated solution that meets specific industry demands, AgencySmart may be the right fit. Its primary advantage is the consolidation of CRM, commission tracking, and onboarding functionalities into one platform. This tool removes the necessity for multiple disjointed applications, making it ideal for organizations striving to enhance operations, lessen administrative tasks, and gain improved control over client and policy information.

If you still have questions about AgencySmart, feel free to reach our support team at info@softwareseekers.com for further assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
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✘ customer relationship management crm
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✘ workflow automationautomated workflows
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✘ social media integration via integration
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✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Easily streamlines quoting and onboarding workflows
  • ✔ Provides comprehensive reporting tools
  • ✔ A responsive customer support team is available to resolve all queries and problems

Cons

  • ✘ Limited pre-loaded plan options
  • ✘ Lacks advanced customization options with the management system

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

AgencySmart only supports the English language.

No, AgencySmart does not offer a dedicated mobile app.

Typical users include general agents, TPAs, and insurance brokers managing employee benefits, group and individual insurance, and related services.

The vendor has not disclosed any information related to its third-party integrations.

AgencySmart offers phone and email support, onboarding assistance, training resources, and account management for its users.

No, AgencySmart does not offer an API.

AgencySmart price is categorized into four pricing plans: Basic Quoting at $60/user/month, CRM with Commissions at $90/user/month, Full Access at $120/user/month, and Enterprise & GA at custom pricing. Obtain a tailor-made AgencySmart cost estimate specific to your needs.Disclaimer: The pricing is subject to change.