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AgencySmart Pricing

Basic Quoting

$49
Per User, Per Month
Unlimited Quotes
Renewal Notification Dashboard
Carrier Plan Designs & SBCs
Census Import & Export
HRA Funding Analysis
Full Commission Accounting
Comprehensive Reporting
Custom Plan Selection & Enrollment Forms
Compensation Statements
Mass Email & Communications Portal
GA Agency Tracking
Track Books of Business by Producer
Track Producer’s License, E&O, CE & NPN

Start Your 30-Day Free Trial

CRM with Commissions

$75
Per User, Per Month
Unlimited Quotes
Renewal Notification Dashboard
Carrier Plan Designs & SBCs
Census Import & Export
HRA Funding Analysis
Full Commission Accounting
Comprehensive Reporting
Custom Plan Selection & Enrollment Forms
Compensation Statements
Mass Email & Communications Portal
GA Agency Tracking
Track Books of Business by Producer
Track Producer’s License, E&O, CE & NPN

Start Your 30-Day Free Trial

Full Access

$99
Per User, Per Month
Unlimited Quotes
Renewal Notification Dashboard
Carrier Plan Designs & SBCs
Census Import & Export
HRA Funding Analysis
Full Commission Accounting
Comprehensive Reporting
Custom Plan Selection & Enrollment Forms
Compensation Statements
Mass Email & Communications Portal
GA Agency Tracking
Track Books of Business by Producer
Track Producer’s License, E&O, CE & NPN

Start Your 30-Day Free Trial

Enterprise & GA

Inquire
Call For A Quote
Unlimited Quotes
Renewal Notification Dashboard
Carrier Plan Designs & SBCs
Census Import & Export
HRA Funding Analysis
Full Commission Accounting
Comprehensive Reporting
Custom Plan Selection & Enrollment Forms
Compensation Statements
Mass Email & Communications Portal
GA Agency Tracking
Track Books of Business by Producer
Track Producer’s License, E&O, CE & NPN

Request Custom Pricing

Please Note: Items in light gray are not included in the package

Included With Every Account

  • Web-based Training. Onsite training for groups of 10 or more
  • Dedicated Customer Support
  • 99.9% uptime and 24/7 monitoring
  • Daily data backups
  • 256-bit security / 100% HIPAA compliance

MyBenefitLink Pricing

MyBenefitLink LITE Starter
$15
Per Client, Per Month

1 - 25 Clients
MyBenefitLink LITE Pro
$350
Flat Fee Per Month

26 - 100 Clients
MyBenefitLink LITE Enterprise
Call
Call For a Quote

100+ Clients
Features
- ONLINE ENROLLMENT -
24 x 7 Employee Access to View Benefits
Access by Employee Class
Individual Access
Carrier Specific and Custom Enrollment Spreadsheet
Links to Carrier Provider Directories
Unlimited Document Storage
Broker and Employer Message Boards
Open-Enrollment & New Hires Qualifying Events, Changes and Terminations
Enrollment Tracking Dashboard
Enrollment Alerts and Reminders
Auto-Fill Forms With Signature
Create Polls to Measure Engagement
Comprehensive Reporting & Analytics
Broker Product Cross-Sell Web Page
- ONBOARDING FEATURES -
New Hire Documents I-9, W-4, Direct Deposit
Create and Send Offer Letters
Employee Information Dashboard
Unlimited Custom Onboard Tasks
Start Your 30-Day Free Trial
MyBenefitLink
Starter
$1
Per Employee, Per Month
1 - 350 Employees
MyBenefitLink
Pro
$350
Flat Fee Per Month

351 - 1,000 Employees
MyBenefitLink
Enterprise
Call
Call For a Quote

1,000+ Employees
Features
- ONLINE ENROLLMENT -
24 x 7 Employee Access to View Benefits
Access by Employee Class
Individual Access
Carrier Specific and Custom Enrollment Spreadsheet
Links to Carrier Provider Directories
Unlimited Document Storage
Broker and Employer Message Boards
Open-Enrollment & New Hires, Qualifying Events, Changes and Terminations
Enrollment Tracking Dashboard
Enrollment Alerts and Reminders
Auto-Fill Forms With Signature
Create Polls to Measure Engagement
Comprehensive Reporting & Analytics
Broker Product Cross-Sell Web Page
- ONBOARDING FEATURES -
New Hire Documents I-9, W-4, Direct Deposit
Create and Send Offer Letters
Employee Information Dashboard
Unlimited Custom Onboard Tasks
Start Your 30-Day Free Trial

Please Note: Items in light gray are not included in the package

Pricing Options

  • At least one AgencySmart license is required for any MyBenefitLink purchase
  • Our support team is available to set up and renew MyBenefitLink websites for $500 per year/per client
  • Get one month free for MyBenefitLink Pro or MyBenefitLink LITE Pro package when paid annually

Refund Policy

If you are not satisfied, you can request a refund. AgencySmart will refund any charges made in the 5 days prior to your refund request, and cancel your subscription. You can request a refund by emailing billing@agencysmart.com with the name of your company, the date of the charge, and the amount. To help us verify the transaction, please provide the full name on the credit card, type of card, and the last 4 digits of the credit card. It can take 1 to 5 days to review the request, after which we will send you a confirmation email.

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.

START YOUR 30-DAY FREE TRIAL


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