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
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
No images available
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