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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
Collecting, verifying, and reporting on Certificates of Insurance (COIs) may not be the most thrilling or glamorous task, yet it remains an essential component for any organization aiming to mitigate the risks associated with claims and lawsuits that could significantly harm their operations. With COI Tracker, we alleviate the hassle and frustration often associated with gathering and validating COIs on your behalf. Our sole focus is to track COIs for your business exceptionally well. By utilizing our comprehensive COI tracking service, you can say goodbye to hours spent on phone calls, chasing down responses, and repeatedly sending emails for certificate requests. Additionally, you can also eliminate the need to monitor renewal dates, as we handle that aspect for you. Vendors and subcontractors often express how easy and straightforward it is to submit their COIs through COI Tracker. While our automated system streamlines the process, rest assured that if you ever require assistance, we are just a phone call away and ready to prioritize your needs. In this way, we ensure not only efficiency but also peace of mind for your organization.
API Access
Has API
API Access
Has API
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
COI Tracker
Country
United States
Website
coitracker.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management