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

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

Introducing Insurtech.IA, a cutting-edge online AI platform designed specifically for insurance brokers, producers, and agencies. This innovative tool seamlessly integrates policy and customer record management while offering robust support for renewals, tracking expiration dates, monitoring premiums and payments, sending notifications, managing claims intake and follow-up, as well as handling leads. With the help of AI-driven policy analysis and data extraction, it effectively organizes essential insurance information. Additionally, virtual assistants and chatbots efficiently address customer inquiries via popular messaging platforms like WhatsApp. The platform is equipped with features that help detect unusual claim or policy behaviors and synchronize workflows with CRM and internal systems. Insurance teams can leverage AI agents to streamline administrative, sales, service, and claims operations, with the flexibility to tailor each agent to align with the specific business model of their clients, ensuring a customized experience for every user. Overall, Insurtech.IA represents a significant advancement in the way insurance professionals manage their processes and interact with clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Evergreen Yes 

Integrations

Evergreen No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$38/month
A consultation costs $15. Memberships cost $38 per month or $399 per year. Prices are in U.S. dollars; local-currency charges use the Banco Nación exchange rate.
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AgencySmart

Country

United States

Website

agencysmart.com/software/

Vendor Details

Company Name

NewInsurtechIA

Founded

2025

Country

Argentina

Website

newinsurtechia.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

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 

Alternatives

iNube Reviews

iNube

iNube Software Solutions

Alternatives

IMS Pro Reviews

IMS Pro

Technaz
BimaGrow Reviews

BimaGrow

5.0 out of 5 stars
BrokerEngage Reviews

BrokerEngage

Benefitalign
mPACS Reviews

mPACS

Mandon Software