AgencySmart

What is AgencySmart?

AgencySmart is a comprehensive cloud-based solution designed to cater to the diverse needs of general agents and retail brokers operating in the insurance, financial services, and related industries. This all-encompassing platform provides a unified platform for managing various aspects of a business, from data management and client onboarding to benefit enrollment and invoicing

Highlights

• Cloud-based CRM: Allows users with web-connected devices to easily access and track client information, including enrollments, renewals, service issues, and Medicare eligibility, among other data points
• Robust Reporting Capabilities: Offers a wide range of reporting options, such as Matrix Reporting, Performance Reporting, Book of Business Reporting, and Loss Ratio Reporting, enabling agents to gain valuable insights into their business operations
• Streamlined Communication and Automation: Provides a customer service platform that streamlines communication between brokers and their clients, while automating several critical business processes.