The only complete agency management solution
Combining the features of multiple systems into ONE!
AgencySmart allows you to enter client information once and carry it throughout the system. Track renewals, clients, prospects, carriers, agencies, policies, enrollments and service issues in one place.
Small group medical, dental and vision. All plan designs are loaded and include SBS’s and rate cards illustrate: HRA, AFA, QualCare and large group
Our integrated system means you can easily track and pay commissions, overrides and bonuses quickly and accurately.
Save time by eliminating paper forms, reducing errors, and creating digital employee files for you and your groups.