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
