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Average Ratings 0 Ratings

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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

Expiro tracks contract renewals for agencies, freelancers and small teams. Most tools watch the end date. That is the wrong date. A contract ending in 28 days with a 30 day notice period has already renewed itself, and the deadline that decided it passed two days ago. Expiro works out the notice deadline from the end date and the notice period, and alerts on that one. Alerts fire 90, 60, 30 and 7 days out, on the account's own timezone rather than the server's. They go by email and browser push, or into Slack, Microsoft Teams, Discord, Telegram, Google Chat, Mattermost, Pushover, ntfy or a webhook you define. SMS is on the paid tiers. Every delivery is recorded per channel, so a Slack post that failed is visible instead of silent. There is a renewal pipeline from upcoming through contacted and negotiating to renewed or lost, notes and comments with @mentions on a shared timeline, custom fields, contract templates, and CSV import from the spreadsheet you keep now. Data comes out the way it went in: an ICS calendar feed, CSV and JSON export, and a REST API with scoped, hashed tokens that can expire. Two-factor authentication, a per-account audit log and team roles. Setup takes about ten minutes. 90 day free trial, no credit card.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Discord No 
Evergreen Yes 
Google Chat No 
Mattermost No 
Microsoft Teams No 
Pushover No 
Slack No 
Telegram No 

Integrations

Discord Yes 
Evergreen No 
Google Chat Yes 
Mattermost Yes 
Microsoft Teams Yes 
Pushover Yes 
Slack Yes 
Telegram Yes 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$19/month
Three plans, billed monthly or annually; annual works out at two months free.

Every plan includes all eleven notification channels - email, browser push, Slack, Microsoft Teams, Discord, Telegram, Google Chat, Mattermost, Pushover, ntfy and your own webhook - plus the REST API, exports, templates, custom fields and team roles. SMS is extra: 100 a month on Growth, 500 on Agency.

Starter $19/month, up to 20 contracts and one user. Growth $39/month, unlimited contracts and three users. Agency $79/month, unlimited contracts and unlimited users.

Plans differ by contracts, people, storage and SMS. 90-day free trial, no credit card.
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

Elixon LTD

Founded

2018

Country

United Kingdom

Website

expiro.io

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

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