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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
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
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.
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