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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

The touchscreen visitor management kiosk allows for swift and precise self-registration, enhancing efficiency for users. It boasts a user-friendly interface and offers secure cloud storage for convenience. Following the initial year, each terminal incurs an annual software renewal fee of $935, which includes the Driver's License Reader; this rate is contingent upon acquiring direct thermal badges from Threshold. Should you opt for badges from a different supplier, an additional $385 will be added to the renewal cost. The system is capable of reading driver's licenses regardless of how they are inserted and can capture a photo of the license in just four seconds, ensuring a smooth registration process. Additionally, this kiosk serves as a reliable solution for managing visitor access and improving overall security.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Evergreen

Integrations

Evergreen

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

THRESHOLD VMS

Founded

1961

Country

United States

Website

www.thresholdsecurity.com/visitor-management-software/packages/kiosk-system/

Product Features

Insurance Agency

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

Product Features

Kiosk

Activity Reservations
Digital Signature
License Management
Onsite Printing
Remote Access
Secure Browsing
Ticket / Order Fulfillment
Touch Screen
Usage Reporting
Virtual Keyboard
Wireless Internet Access

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