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Let us help you work smart

The AgencySmart
and NABIP Partnership

Consolidating time and agency systems. That’s working smart…AgencySmart!

NABIP Affinity Program Partner

We’re proud to be a NABIP Affiliate Program Partner.

AgencySmart founder Dan Ritter has been an active NABIP member for over 20+ years so when it came time to find an industry partner for the AgencySmart platform, NABIP was a no-brainer. This affiliate program will expand AgencySmart’s reach amongst NABIP members while providing them with more license cost savings than ever.

Use promo code “NABIP” during signup”

Unlock Membership Savings

NABIP Members save up to 15% on their AgencySmart license fee.

AgencySmart is already competitively priced amongst other agency management systems, not to mention our free 30-day trials for new users and “opt-out at any time” contract clause. New AgencySmart users who are NABIP members can take advantage of the cost savings below.

NABIP Discount
Cost Per License/Per Month
NABIP Member Discount
Monthly Cost Per License
MyBenefitLink PRO

The only true all-in-one Agency Management solution

  • AgencySmart’s customizable CRM allows brokers’ to track their business and run reports based on their clients needs.
  • AgencySmart removes the complexities of generating quotes from insurance providers. Brokers can easily quote a variety of plan types and immediately generate proposals to be emailed out of the system to clients.
  • Easily track and pay commissions, overrides and bonuses quickly and accurately.
  • AgencySmart’s MyBenefitLink streamlines the onboarding process and allows employees to enroll in benefits online without having to re-enter their information since it’s stored in the AgencySmart database.
  • Our platform is continuously being developed based on user feedback
  • NABIP members, especially NJABIP members can enroll in Horizon Blue Cross Blue Shield New Jersey plans directly with AgencySmart’s carrier API connection.


  • About NABIP
    NABIP or the National Association of Benefits and Insurance Professionals, is the preeminent organization for health insurance and employee benefits professionals and works diligently to ensure all Americans have access to high quality affordable Healthcare and related services. NABIP represents more than 100,000 licensed health insurance agents, brokers, general agents, consultants and benefit professionals through more than 200 chapters across America. NABIP members service the health insurance needs of large and small employers as well as people seeking individual health insurance coverage. Learn more Here.

Schedule a product demonstration today or sign up for a free, no-contract 30-day trial. Join NABIP today!

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.