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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
Retain, Recruit, and Grow your business seamlessly with HQ, where the integration of CRM and business data empowers you to closely monitor your current advisors to reduce turnover and minimize risks effectively. You can nurture potential high-value clients from your most engaged prospects, leading to an impressive reach increase of 20-50%. The user-friendly dashboards provide clarity on necessary actions and deadlines, ensuring you prioritize what matters most to your advisors, including commissions, case management, contracting, licensing, imaging, and marketing—all within a single, cohesive system that simplifies operations. Gone are the days when you needed extensive technical knowledge or intuition to interpret your business data; now, HQ's analytics reveal hidden connections and fresh opportunities, instilling confidence in your decision-making process. Ultimately, HQ equips you to make more informed and strategic choices for your business's future growth. By utilizing these insights, you can enhance collaboration among your team and drive long-term success.
API Access
Has API
API Access
Has API
Integrations
Evergreen
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$100 per user per month
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
OneHQ
Founded
2010
Country
United States
Website
onehq.com/index
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management