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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

Agency managers can manage all their models and talents in one place with the online booking software. You can schedule individual or multiple events for models, talent artists, influencers, and artists. Location agencies, photo reps, production companies need to organize crew and staff timetables. Castings, call-backs and go-and-sees are all possible. You can send talent booking sheets or approved estimates online. You can also check the status of your job for managers, talent, bookers, and bookers. Send portfolios, videos and digital resumes to clients and placement agencies. The global agency overview shows talent, bookers and agencies as well as client or event types. You can keep track of all alarms, notifications and reminders. You can manage all agency accounting by linking or exporting to your current QuickBooks software.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Evergreen
Shogo

Integrations

Evergreen
Shogo

Pricing Details

$49 per month
Free Trial
Free Version

Pricing Details

Free
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

cDs

Founded

1992

Country

France/USA

Website

www.cdsglobal.com

Product Features

Insurance Agency

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

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