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Average Ratings 0 Ratings
Description
Your goal is to establish a thriving insurance agency, but the challenge lies in effectively serving existing clients while also drawing in new ones. We can guide you on enhancing your agency's sales, renewal rates, and overall profitability. Your success is our success, and we genuinely care about the growth of your business because that’s the right approach. Every agency has its own unique characteristics, and our training team goes well beyond just the fundamentals to ensure you fully leverage Agency Advantage in your processes. While we may not manufacture phones, laptops, or printers, we certainly understand the importance of these tools in your operations. Additionally, our responsive and friendly support team is always ready to address any technical inquiries you may have regarding Agency Advantage. By partnering with us, you can expect tailored support that aligns with your specific needs and goals.
Description
AgencySmart operates in the cloud, enabling you to access your clients' information anytime and from any device with internet connectivity. You can address client inquiries, schedule calls when renewals are approaching, and monitor their activities effectively. The platform keeps you informed about client and prospect policy renewals, ensuring you receive timely alerts for service issues requiring immediate action. Additionally, it manages enrollment, termination, and change processes while also tracking dependents who are aging out at 26 or turning 65, which makes them eligible for Medicare. It provides notifications for upcoming tasks and calendar events, along with comprehensive audit tracking to identify who is handling various responsibilities. The system also supports cross-selling opportunities and maintains compliance by sending clients and prospects reminders about renewals and important plan updates. You can share essential information regarding plan modifications and send personalized notes or cards for special occasions like birthdays and holidays. This comprehensive tool reveals all possible cross-sale opportunities, ensuring that you never miss an opportunity to engage with your clients effectively.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agency Advantage
Founded
1990
Country
United States
Website
www.agencyadvantage.com
Vendor Details
Company Name
AgencySmart
Country
United States
Website
agencysmart.com/software/
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management