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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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

CredentialCal is an online application designed to assist small surgical practices in managing and tracking credentials efficiently. It offers office managers and credentialing staff a unified interface to oversee essential documents such as provider licenses, DEA registrations, board certifications, and ongoing education requirements, as well as CAQH attestations and payer enrollments. Additionally, users can import current records from Excel or CSV files, categorize items by provider, payer, and facility, and stay informed on upcoming deadlines through a calendar view that highlights compliance status. The system proactively sends configurable alerts via in-app notifications and emails to ensure that users are reminded well ahead of critical deadlines. Furthermore, renewal checklists are provided to streamline the process, including forms, links to portals, necessary documents, and detailed workflow notes. While the software effectively organizes and tracks tasks, it is ultimately the responsibility of the staff to verify requirements and complete necessary applications, attestations, and renewals on time, ensuring that the practice remains compliant with all regulations. This blend of organization and accountability helps to enhance the overall efficiency of operations within the surgical practice.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Brevo No 
Evergreen Yes 
Stripe No 

Integrations

Brevo Yes 
Evergreen No 
Stripe Yes 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$89/month
$89 per month covers up to three providers; each additional provider is $29 per month. Billing is monthly, and customers can cancel anytime. A 14-day free trial is available.
Free Trial Yes 
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 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 Yes 
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

Martello Systems

Founded

2026

Country

United States

Website

credentialcal.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

Credentialing

Appointment Management No 
Certification Tracking No 
Committee Management No 
Document Management No 
Expiration Management No 
License Verification No 
Online Applications No 
Privileging No 

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