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
API Access
Has API
Integrations
ActiveCampaign
Constant Contact
Easyflow
Evergreen
HubSpot CRM
HubSpot Customer Platform
Hype
Leaky Paywall
MAZ
Mailchimp
Integrations
ActiveCampaign
Constant Contact
Easyflow
Evergreen
HubSpot CRM
HubSpot Customer Platform
Hype
Leaky Paywall
MAZ
Mailchimp
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
SimpleCirc
Founded
2014
Country
United States
Website
simplecirc.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
Publishing and Subscriptions
Advertising Management
Books
Campaign Management
Catalogs
Circulation Management
Content Management
Layout & Design
Magazines
Newsletters
Newspapers