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manager – CRM

Everything you need to manage your business, anywhere you need it.

AgencySmart is cloud based, which means you have access to your client information from wherever you are, with any web connected device.  Answer client questions, make calls based on when they are up for renewal, track what they are doing.

  • Tracks and alerts you about client and prospect policy renewals
  • Tracks service issues and alerts you when issues need immediate attention
  • Tracks enrollment, termination and change processes
  • Tracks dependents turning 26 or aging out
  • Tracks employees and dependents turning 65 (Medicare eligible)
  • Tracks and alerts you about to-dos and calendar events
  • Complete audit tracking so you know who is working on what
  • Helps you cross-sell and stay compliant
  • Send clients and prospects renewal and other reminders
  • Send important information about plan changes
  • Send notes/cards for birthdays, holidays and other important events
  • Matrix Report – Shows all the cross-sale opportunities that exist
  • Performance Report – Shows how quickly your organization resolves service issues
  •  Book Of Business Report – Break down a producer’s or agency’s book of business by:
    • Carrier
    • Product
    • Group Size
    • Commission
    • General Agent
  • Loss Ratio Report – Shows written vs terminated business
  • Run a service history reports on a specific client or an entire book of business


Get accurate quotes

Avoid the complexities of generating quotes from insurance providers. Input the client information and the quote is provided in real-time.

  • 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


Accurate, Timely Commissions

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

  • Overrides
  • Bonuses
  • Customizable

Online Enrollment& ONBOARDING

Allow Employees to Self-Enroll

Save time by eliminating paper forms, reducing errors, and creating digital employee files for you and your groups.

  • Self-Enrollment reduces time
  • Less Paperwork
  • Reduce Errors
  • Faster Completion

Let’s Get

Click the link below to schedule a demonstration of AgencySmart. or call us to speak with a sales representative.


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We work with these carriers:

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.