Welcome
to our
Company

Our Commitment

We are committed to helping our clients gain an edge through the technology we build, the attention we pay to every detail of our client's needs and the urgency with which we approach our work. In other words, we utilize our human capital to better your human capital.

We are committed to service excellence for every AgencySmart client. Your business is our priority, and we work hard to ensure that we provide the resources, processes, technology and expert guidance that enable you to focus on your business.

Since
1999

AgencySmart has been helping brokers and general agents manage their business since 1999. AgencySmart is a cloud-based CRM designed to track client and prospect renewals, service issues, commissions, easily communicate with clients and prospects and quote group, individual and Medicare plans and more ...

Overview

AgencySmart facilitates the flow of work and information by reducing the amount of paperwork and eliminating
redundancies. Your Agency will be more productive which will increase profitability and improve retention. Here are just a few of the features of AgancySmart:

Never Lose Track

  • of client's and prospect's renewals
  • of service and claim issues
  • of enrollments, terminations and changes
  • of dependents turning 26 or Medicare eligible employees and dependents

Facts
& Data

20

Years of Experience

520,000

Policies Tracked and Renewed

225,000

Service Issues Tracked and Resolved

$600,000,000

Commissions Processed and Paid Out

160,000

Clients and Prospects

The
TEAM

Dan Ritter

Dan Ritter

  • 25 years as an influential insurance broker in the NY Metro markets.
  • Founder and driving force behind AgencySmart.
  • When the market did not provide true quote to enrollment functionality, Dan set out to build it.
  • Dan Ritter

Anthony Arbolino

  • 10 years managing broker operations for large General Agency.
  • Leads AgencySmart operations and account management.
  • Anthony Arbolino

 Kirill Safarov

Kirill Safarov

  • 20 years experience in technology in the insurance industry.
  • Founder and the architect of the AgencySmart platform.
  • Kirill Safarov

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You have developed an EXTRAORDINARY database / CRM / commission accounting / quoting / proposal generation package that's an "all in one" - and it's made my life immeasurably better and my company more profitable! Perhaps most impressively, our subscription price has remained constant at the same time you've continue to add both carriers and products to the platform. Thank you for helping us better serve our clients and their employees!

You have developed an EXTRAORDINARY database / CRM / commission accounting / quoting / proposal generation package that's an "all in one" - and it's made my life immeasurably better and my company more profitable! Perhaps most impressively, our subscription price has remained constant at the same time you've continue to add both carriers and products to the platform. Thank you for helping us better serve our clients and their employees!

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Scott Peloquin, ChFC
CHIEF EXECUTIVE OFFICER
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After moving my quoting to AgencySmart, I was able to cut my marketing time down to 10 minutes from a typical hour per group! No more spread-sheeting!

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John Sbrocco
HEALTHCARE CONSULTANT
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The AgencySmart quote engine has really streamlined the small group quoting process for our office. It prepares a spreadsheet that is easy to modify and well designed. The interface is extremely user friendly. We made the decision to use AgencySmart exclusively in 2015 and haven't looked back. Thanks for a great product!

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Brian Honan
Sr. Employee Benefits Advisor
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Our agency uses the Agencysmart quote engine because our staff finds it to be fast and very easy to generate proposals. The system streamlines the process because it allows us to include pediatric dental quotes as well as flexibility to select various contribution levels. The proposals are in color, easy to present and does not require us to transfer the quotes into a separate proposal system.

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Joseph Altomare
President
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I have been using AgencySmart and its quoting engine since the very beginning. It is extremely reliable and saves me tons of time. The software allows me to show all the carriers in one proposal with a few clicks, and even customize and save Non-ACA plan designs. My clients and prospects are always impressed with my proposals, and who wouldn't want that?

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Dino F. Stampone, PHR
Principal, Senior Client Executive
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AgencySmart has helped us grow our TPA business. AgencySmart is the ONLY all-in-one solution that combines a CRM, Quote Engine, Commissions and Online Benefit Enrollment. The commission system is easy to use and allows us to pay base commissions, overrides and bonuses quickly and accurately. You do not have to run complicated reports to find out what accounts have not paid commissions, AgencySmart identifies these accounts for you and is accessible with one simple click!

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Frank Villares
CO-FOUNDER
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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.

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