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Start Your 30-day free trial

Start Your 30-day free trial

Company Information
Company name:
Your name:
 We will never share your email address with any third parties
Street address:
Zip code:
City: State:
Phone: Optional
Account Setup
Your username:
Your password:
Confirm password:
Payment Information
Payment cycle:     (Receive 1 month free)
Discount code:
Apply Code
Payment type:
Name on credit card:
Credit card number:
Expiration date:
Card security code:

Merchant Services

How does the 30-day trial work?

When you sign up, you are enrolled in a free 30-day trial that allows you to evaluate the great features of AgencySmart. You can cancel at any time during the trial period. When your trial ends you can choose to continue using AgencySmart, or cancel your account.

Do I need to provide my payment information now?

Yes. Providing your payment information ensures that your access to AgencySmart is not interrupted at the end of the free trial period. If you cancel before your trial period ends, your credit card will not be charged.

What payment options are available?

We accept Visa, Mastercard, American Express, and Discover cards, as well as electronic checks.

Is my payment information secure?

Yes, your credit card and personal information is protected by the industry standard encryption. We do not store your payment information on our servers – it is passed immediately to our payment processing company and stored on their secure servers.

Do I have to sign a long-term contract?

No, there are no contracts. You can choose to pay monthly, or you can pay on the annual basis and receive one month free.

Whether you are a small retail shop or a national TPA or General Agent, AgencySmart is the software product that is designed to help insurance agents be more productive, more effective and more profitable.