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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

AgencyBuzz is an all-in-one automated marketing platform designed for agencies, encompassing email, print, voice, and SMS communications. It enhances your closing percentages and boosts client loyalty by ensuring your agency remains visible to both prospects and existing clients through regular, personalized outreach. Elevate your closing ratios, client retention, and referral rates with the power of automated marketing. Say goodbye to the anxiety of missing sales opportunities! With AgencyBuzz, you can maintain a constant presence in front of your ideal prospects via diverse marketing channels. Enhance your closing ratios by consistently being available to guide leads through the journey to becoming clients. Automate your outreach strategies and campaigns to communicate effectively with clients regarding critical upcoming renewals or payments. Additionally, regularly share valuable information and educational resources to reinforce your worth and build trust with your clientele. By establishing numerous communication touchpoints, you can effectively encourage referrals and garner positive reviews from your most satisfied clients, thus further enhancing your agency’s reputation and reach.

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

Screenshots View All

Screenshots View All

Integrations

Evergreen

Integrations

Evergreen

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

Zywave

Country

United States

Website

www.zywave.com/sales-cloud/agencybuzz/

Vendor Details

Company Name

AgencySmart

Country

United States

Website

agencysmart.com/software/

Product Features

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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