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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

Enhance the satisfaction of your clients and collaborators by offering a customized, self-service experience portal and mobile application that integrates effortlessly with your CRM, ERP, and customer support systems. Set up a customer-centric portal using pre-designed templates that offer adaptable layouts, optional widgets, and linked forms. Allow customers to submit and monitor support requests, explore knowledge base articles, and access product information. Develop a branded, user-friendly mobile app that provides a straightforward self-service experience tailored to your customers' needs. Keep users informed with timely notifications about support cases, renewals, and orders while also suggesting related products and services to boost cross-selling opportunities and revenue growth. This comprehensive approach not only strengthens customer engagement but also fosters loyalty and satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Evergreen

Integrations

Evergreen

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

MobileForce Software

Country

United States

Website

www.mobileforcesoftware.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

Channel Management

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

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