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
CeevTech Brokers offers a comprehensive insurance brokerage management solution tailored for brokers, brokerages, and agencies, accessible through both web platforms and an Android application. This software efficiently handles client management along with various insurance policies including motor, medical, fire, and travel, while also providing features like daily renewal notifications and SMS reminders. In addition, it facilitates the tracking of financial collections, account settlements with insurers, and the calculation of commissions owed. The platform accommodates transactions in both US dollars and Lebanese pounds, with a fixed exchange rate applied to each transaction, and it grants each brokerage a dedicated workspace that includes role assignments for owners, agents, and accounting personnel. Furthermore, its user-friendly interface is designed to be accessible in both Arabic and English languages. Founded in 2018 and located in Jbeil (Byblos), Lebanon, CeevTech Brokers offers pricing information upon request, ensuring a tailored solution for its clients. As technology continues to evolve, CeevTech remains committed to adapting its services to meet the changing needs of the insurance industry.
API Access
Has API
No
API Access
Has API
No
Integrations
Evergreen
No
Pricing Details
$49 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
Yes
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AgencySmart
Country
United States
Website
agencysmart.com/software/
Vendor Details
Company Name
CeevTech
Founded
2018
Country
Lebanon
Website
ceevtech.com
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
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