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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

SpaOne Software provides a diverse array of software solutions tailored for spas and salons of all sizes. For both national and international spa chains, we suggest utilizing our cloud-based software, SpaOne WebConnect. This innovative platform allows you to connect multiple computers and accommodate numerous concurrent users as needed. You can easily link terminals within a single location or connect all your spa outlets across the country and around the globe. By standardizing your systems across all locations, you can enhance operational efficiency and ensure a consistent experience for your clients. Additionally, the ability to share client sales and treatment histories among your spas enables a seamless transition for patrons during their visits. Clients will also appreciate the flexibility of redeeming their gift certificates at any of your spa locations. Moreover, regional managers can efficiently monitor their entire area from a single computer screen, whether they are on-site, off-site, or traveling. This comprehensive management capability empowers your teams to deliver exceptional service and maintain high standards across all locations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Evergreen Yes 
RMS Cloud No 

Integrations

Evergreen No 
RMS Cloud Yes 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$110 per month
Free Trial No 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AgencySmart

Country

United States

Website

agencysmart.com/software/

Vendor Details

Company Name

SpaOne

Website

www.spaone.com.au

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

Spa

Appointment Management Yes 
Client Management No 
Employee Management Yes 
Inventory Management Yes 
Loyalty Program Yes 
Membership Management Yes 
Online Booking Yes 
Payroll & Commission Yes 
Point of Sale (POS) Yes 

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