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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

Vendor contract renewal tracking for teams who've outgrown the spreadsheet. Upload any vendor contract PDF. Renewly pulls the renewal date, notice window, auto-renewal clause, and contract value in under 10 seconds. Alerts fire before the notice window closes. Not the renewal date. The last day you can act. Not a CRM. Not a CLM. Renewly does one thing: track vendor contract renewal deadlines. Free for 5 contracts. Pro at $99/month unlimited.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Evergreen
GitHub
Google Calendar
Stripe

Integrations

Evergreen
GitHub
Google Calendar
Stripe

Pricing Details

$49 per month
Free Trial
Free Version

Pricing Details

$99/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

Renewly

Founded

2025

Country

United Kingdom

Website

renewly.gg

Product Features

Insurance Agency

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

Product Features

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