AgencySmart allows you to enter information once and carry it throughout all parts of the system so you can track clients and prospects, enrollments and service issues, licensing and appointment info, and can communicate with colleagues and clients alike through integrated email and mass communication tools.

Small group medical, dental and vision plan designs are loaded and include SBC’s and rate cards.  Plan designs and support for products outside the SEH including AFA and QualCare is included as well.

Create client ready presentations including rate/benefit summaries with linked SBC’s, contribution strategy analysis and reports, as well as HRA funding analysis.

Our integrated system means you can easily track and
pay commissions, overrides and bonuses quickly and accurately.

Save time and improve accuracy by completely digitizing the employee onboarding and benefit election processes as well as ongoing benefit administration.