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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
Eliminate the hassle of lengthy renewals by simplifying the request for proposal (RFP) process from start to finish. With BrokerageBuilder™, you can generate top-notch RFPs in mere minutes and distribute them efficiently to various carriers. The task of monitoring carrier commissions can be challenging, but BrokerageBuilder simplifies this process significantly. You can effortlessly track commissions from any carrier while also streamlining the processing and validation of received payments, giving you enhanced visibility into your agency's commission income. By consolidating your data, you can establish customized workflows that suit your agency's specific needs. Every day, users will receive a curated list of overdue tasks and upcoming responsibilities that need their attention, ensuring that nothing slips through the cracks and all tasks are managed effectively and efficiently. This proactive approach fosters better organization and productivity within your agency.
API Access
Has API
API Access
Has API
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Zywave
Founded
1995
Country
United States
Website
www.zywave.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
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management