Average Ratings 0 Ratings
Average Ratings 3 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
SimpleCirc, a cloud-based subscription management software, is affordable for small and medium-sized newspaper publishers. You can quickly and easily add, renew, and update your subscribers. Online orders. Resell back issues and promotional items. Your subscribers will have access to your digital content. Set up automatic renewals. Connect SimpleCirc with any third-party software using our API, webhooks and Zapier app.
API Access
Has API
No
API Access
Has API
Yes
Integrations
ActiveCampaign
No
Constant Contact
No
Easyflow
No
Evergreen
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Hype
No
Leaky Paywall
No
MAZ
No
Mailchimp
No
Integrations
ActiveCampaign
Yes
Constant Contact
Yes
Easyflow
Yes
Evergreen
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Hype
Yes
Leaky Paywall
Yes
MAZ
Yes
Mailchimp
Yes
Pricing Details
$49 per month
Free Trial
Yes
Free Version
No
Pricing Details
$99/month
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)
Yes
Online Support
No
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
SimpleCirc
Founded
2014
Country
United States
Website
simplecirc.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
Publishing and Subscriptions
Advertising Management
No
Books
No
Campaign Management
No
Catalogs
No
Circulation Management
Yes
Content Management
No
Layout & Design
No
Magazines
Yes
Newsletters
Yes
Newspapers
Yes