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Ratings and Reviews 0 Ratings
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Smart Automation greatly enhances productivity for users involved in client servicing tasks. By minimizing manual tasks, it creates a more favorable experience for both users and their clients. Rather than linking annual system expenses to the performance of your business, we strategically align these costs with the services we provide. Our platform facilitates thorough management of the entire policy lifecycle, handling various transactions, including rating, validation, quoting, binding, issuance, and modifications. It comes equipped with a strong double-entry accounting structure to manage all financial transactions associated with policies and claims effectively. A feature for real-time policy coverage verification is also included, which aids in the meticulous management of reserves, loss payments, and expenses at a detailed claims level. Policyholders can easily verify their coverage, print policy documents, track claim statuses, review their accounts, and make payments. The application boasts a variety of pre-built integrations, such as Payment Gateway, Replacement Cost Valuation, Insurance Credit Scores, Motor Vehicle Records, and eSignatures. Furthermore, a mobile application is available to enable field adjusters to effortlessly upload assessments and photos into the claims system, thereby further optimizing the claims process. This technological integration not only streamlines operations but also fosters improved communication and efficiency throughout the organization, ultimately delivering a superior service experience. As a result, businesses can focus on growth while relying on automated solutions to handle routine tasks effectively.
What is Automated Group Benefits?
Automated Group Benefits (AGB) is an innovative business automation platform tailored specifically for General Agencies (GA) within the Employee Benefits industry. By utilizing cutting-edge integrated software, AGB significantly boosts the productivity and efficiency of GAs in their operations. This platform can be presented as an all-inclusive turnkey solution, complete with a support team dedicated to enabling you to concentrate on expanding your business. AGB includes a built-in task management feature that links tasks and notes to individual records, ensuring that essential activities such as renewals and deadlines are completed on time. In addition, it offers powerful reporting tools that allow for effective management of clients and their business portfolios, which include payment histories, plan specifics, and benefit summaries. Moreover, AGB is designed to track commissions and account information, streamlining processes related to commission splits, check issuance, electronic payments, and thorough management of payment histories. This comprehensive tool not only simplifies the administrative workload but also equips businesses to excel in a competitive marketplace. With AGB, your agency can focus on strategic growth while maintaining operational excellence.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
SimpleSolve
Company Location
United States
Company Website
www.simplesolve.com
Company Facts
Organization Name
AGB Business Services
Date Founded
1980
Company Location
United States
Company Website
www.agbsoftware.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