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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
Consolidate your team's crucial information in a secure and centralized hub. Eliminate the clutter of chaotic spreadsheets. Air offers an aesthetically pleasing and straightforward user interface to get you started. As your organization evolves, you can enhance the platform with various Apps for Air. It streamlines numerous HR tasks by automatically sending notifications for important events like tasks, first days, birthdays, holidays, and more. Safely store and easily retrieve vital information – ranging from essential documents to employee contact details – all within one protected location. The platform also features an elegant and efficient employee onboarding process, allowing you to add new members to your team effortlessly. New hires receive an onboarding sequence that guides them through uploading their information and completing necessary paperwork. Additionally, it simplifies leave management with an efficient request system and ensures you never miss a holiday or absence with intelligent reminders. This centralized solution keeps essential company documents and information well-organized and readily accessible for everyone in the team, fostering better collaboration and communication. Ultimately, Air is designed to enhance both productivity and employee engagement within your organization.
API Access
Has API
API Access
Has API
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$2.71 per user 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
AgencySmart
Country
United States
Website
agencysmart.com/software/
Vendor Details
Company Name
Air HR
Country
United Kingdom
Website
www.joinair.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Human Resources
360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management