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What is AgencySmart?

AgencySmart functions within a cloud-based framework, allowing you to access client information from virtually anywhere using any device with internet connectivity. This flexibility enables you to address client questions, make calls as policies approach their renewal dates, and keep track of clients' activities. The platform also features renewal tracking and notification systems for both clients and prospects, ensuring that you are promptly informed of service issues that need immediate attention. In addition, it manages enrollment processes, terminations, and adjustments, while monitoring dependents who are turning 26 or are about to lose coverage. It also tracks employees and their dependents as they near 65 years of age, which signifies eligibility for Medicare. The system provides alerts for important tasks and calendar events, includes detailed audit trails for accountability, and facilitates cross-selling while ensuring compliance with regulations. You can send proactive reminders to clients and prospects about upcoming renewals and other critical updates related to plan changes. Moreover, it enables you to connect with clients through personalized messages for birthdays, holidays, and other significant milestones, effectively highlighting all potential opportunities for cross-sales. This all-encompassing tool significantly improves client relationship management while also optimizing your workflow to ensure maximum productivity and efficiency. By integrating these features into a single platform, AgencySmart empowers users to enhance their service delivery and client engagement strategies.

What is Agency Access Pro?

This program is now open to Independent Agencies and Brokers, providing a suite of robust and effective features and solutions at a cost-effective price. It was originally developed for our own agency, where we encountered difficulties in locating an affordable solution that fit our unique needs. With the help of a skilled IT friend, we worked together to create a management system designed specifically for our requirements. He developed a highly effective solution, which we have continually refined over time. As our agency grew, our needs changed as well, shifting from a single user setup to a networked system that allows all staff members to operate more efficiently. We added numerous lines, carriers, and products, which required improved prospecting tools and more detailed reporting capabilities. The enhancements have kept on coming! New features like daily or weekly suspense reporting, effortless mail merging, prospecting by X-Dates or carrier, and automatic renewal notifications, as well as sub-producer reporting, have all been incorporated to address our increasing demands. Each enhancement has played a role in creating a more streamlined workflow and achieving greater operational success, ultimately helping us serve our clients better. Overall, the evolution of this system reflects our commitment to continuously adapt and improve in a dynamic industry.

Media

Media

Integrations Supported

Evergreen

Integrations Supported

Evergreen

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Pricing Information

$595 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

AgencySmart

Company Location

United States

Company Website

agencysmart.com/software/

Company Facts

Organization Name

Agency Access Pro

Date Founded

1987

Company Location

United States

Company Website

www.agencyaccesspro.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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