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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Agreemnt is a contract management solution tailored for small businesses in the UK. It efficiently monitors every contract's renewal date, notice period, and compliance deadlines to ensure that nothing is overlooked, eliminating the stress of discovering an auto-renewal just days before the notice period ends. By integrating with Gmail, Google Drive, Dropbox, Box, OneDrive, or SharePoint, Agreemnt automatically locates and processes contracts, utilizing AI to extract essential terms seamlessly. A complimentary Contract Audit tool allows users to upload a contract and quickly identify risk factors, auto-renewal status, and compliance requirements without needing an account. In addition to tracking, Agreemnt highlights potentially problematic clauses, sends timely alerts about renewals and deadlines to relevant parties, and supports e-signatures for renewal confirmations. Furthermore, it connects contracts to counterparties within your CRM systems, such as HubSpot and Pipedrive, as well as accounting platforms like Xero, QuickBooks, Sage, and FreeAgent. Designed specifically to address the compliance and cash flow challenges faced by UK SMBs, Agreemnt also ensures complete GDPR data export and erasure capabilities, providing peace of mind to its users. Ultimately, this software is an essential tool for small businesses looking to streamline their contract management processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox No 
Evergreen Yes 
FreeAgent No 
Gmail No 
Google Drive No 
HubSpot CRM No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft SharePoint No 
Pipedrive No 
QuickBooks Accountants No 
Xero No 

Integrations

Dropbox Yes 
Evergreen No 
FreeAgent Yes 
Gmail Yes 
Google Drive Yes 
HubSpot CRM Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Pipedrive Yes 
QuickBooks Accountants Yes 
Xero Yes 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$29
Starter - up to 30 contracts.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AgencySmart

Country

United States

Website

agencysmart.com/software/

Vendor Details

Company Name

Agreemnt

Founded

2026

Country

United Kingdom

Website

www.agreemnt.co.uk

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

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