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Average Ratings 0 Ratings

Total
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

KeyChange stands out as the leading add-on for Microsoft Dynamics SL, boasting over 2,600 installations across more than 26 nations. It empowers users to modify, merge, and reformat accounts, sub-accounts, and over 40 essential fields within the Microsoft Dynamics SL environment. All versions require service plans for the initial year, and if plans are renewed after a lapse of more than 30 days, catchup and penalty fees will be applied. There is a $200 annual difference between standard and advanced support plans, and if a current standard plan still has time left, this difference will be spread out over the remaining months. For those without a plan, an entire year of the advanced edition costs $499. Users can choose either the KeyChange Standard or Advanced Edition, which provides the functionality to change accounts, sub-accounts, and account-sub combinations for a single company at a time within a multi-company database. It is important to note that support plan renewals are billed directly to clients, eliminating any reseller margin. Additionally, the database KeyChange service, where the KeyChange tool is run on your data files and the modified data is sent back, is charged at a rate of $200 per hour. This makes it an efficient option for businesses looking to streamline their account management processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Evergreen

Integrations

Evergreen

Pricing Details

$49 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AgencySmart

Country

United States

Website

agencysmart.com/software/

Vendor Details

Company Name

Nexvue

Country

United States

Website

www.nexvue.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

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