AgencySmart 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.
AgencySmart Alternatives
Paired Plus
Paired Plus is the ultimate all-in-one spa and salon software, built to streamline operations and fuel growth. Scalable for solo stylists or 300-staff spas, it includes every feature with no extra fees. The intuitive appointment book, client profiles, POS, and inventory tools simplify daily tasks, while 300+ customizable reports, exportable to Excel or email, provide deep insights to drive success. Our exclusive 2-in-1 mobile app keeps staff and clients connected, enabling seamless scheduling and communication on the go. DARCI, our AI-powered assistant, automates reminders, surveys, e-forms, and personalized birthday or holiday messages, fostering client loyalty. The Fortune Teller feature forecasts outcomes by tweaking key indicators like visit frequency, guiding strategic promotions and raises to boost revenue. Unlimited email marketing and built-in theft prevention, with instant alerts for suspicious activity, ensure engagement and security. Paired Plus integrates with IQWare, Opera, RDP, and Maestro, syncing bookings and billing for hotel or resort spas. Our California- and Oregon-based team offers unlimited training and 24/7 support at no cost, with tailored sessions to ensure confidence. Need branding? We provide free logo design and marketing support, from email campaigns to social media, to attract and retain clients. With Paired Plus, every feature—from DARCI’s automation to Fortune Teller’s insights—is included. Our cloud-based platform ensures access anywhere. Join countless businesses trusting Paired Plus to elevate client experiences and revenue. Discover the future of spa and salon management today!
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GiveLife365
GiveLife365: Empowering Nonprofits with Smart CRM Solutions
Managing key relationships—donors, volunteers, events, and cases—shouldn't hold back your nonprofit’s mission. GiveLife365 is a cloud-based CRM designed specifically for nonprofits, helping you streamline processes, enhance engagement, and track meaningful results, all in one platform.
✨ Why Choose GiveLife365?
💙 Donor Management – Effortlessly track donor interactions, automate receipts, and simplify fundraising
🙌 Volunteer Management – Easily recruit, schedule, and acknowledge volunteers.
🎟️ Seamless Event Handling – Promote events, manage registrations, and monitor attendance. 🔗 Simplified Memberships – Automate renewals, integrate marketing tools, and streamline payments.
📊 Real-Time Impact – Gain actionable insights with real-time reports and dashboards.
🌍 Revolutionize your nonprofit’s operations! Book a demo now and experience how GiveLife365 can drive greater impact and efficiency.
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NextAgency for Health & Life Insurance
NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients.
* Increase sales with powerful CRM tools to track prospects, from lead to sale
* Focus your team by sharing notes and tasks that are compatible with your calendar.
* Improve customer service through our workflows and customer services reports
* Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team
Our online agency library allows you to access the forms and files whenever and wherever you need them.
* Automatically assign your email addresses to your prospects or clients.
* Track your commissions and get reports to show you what you have earned
NextAgency is simple to use and easy to customize. Get a free trial.
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BrokerEngage
Eliminate unnecessary double redirects to enjoy a seamless enrollment process on a unified platform, allowing you to complete Special Enrollment Period (SEP) verifications, navigate complex eligibility scenarios, and manage life changes without the need to visit ‘healthcare.gov’. Our EDE platform utilizes efficient application-programming interfaces (APIs) to facilitate rapid data transfer with the Federally-Facilitated Exchange, ensuring quicker submissions, eligibility assessments, and renewals. These APIs swiftly compute the relevant cost-sharing reductions and premium tax credits for users. Additionally, the Medigap Filters feature aligns with regulatory requirements, enabling you to quote, compare, and add optional riders for Medigap plans directly within BrokerEngage, eliminating the hassle of searching through various carrier portals. Furthermore, you can easily discover plans for your clients that encompass the healthcare providers and prescription medications they require, making the entire process more convenient and tailored to their needs. This comprehensive approach simplifies the enrollment journey while ensuring compliance and efficiency.
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Pricing
Pricing Starts At:
$49 per month
Free Trial:
Yes
Integrations
Company Details
Company:
AgencySmart
Headquarters:
United States
Website:
agencysmart.com/software/
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Training Videos
Customer Support
Business Hours
Online Support
AgencySmart Features and Options
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