Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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