Agency Smart Insurance
Agency Smart Insurance simplifies policy management with innovative tools, boosting efficiency, accuracy, and growth for modern insurance agencies
Coverage Options and Benefits
Agency Smart Insurance is a cloud-based CRM and management solution tailored for insurance agents and brokers. It offers comprehensive tools for managing employee benefits, including small group medical, dental, and vision plans, with integrated quoting and enrollment features. Benefits include streamlined policy tracking, automated renewals, and commission management, enhancing efficiency for agencies handling commercial and individual marketplaces.
Pricing and Customer Experience
Pricing starts at $60 per user per month for the Basic Quoting plan, scaling to $90 for CRM with Commissions, and $120 for Full Access. The Enterprise & GA plan requires a custom quote. A 30-day free trial is available, with additional MyBenefitLink enrollment options ranging from $1 per employee to custom rates for larger groups, offering flexibility for various agency sizes.
Users praise the intuitive interface and strong support, with G2 reviews averaging 4.8 stars for ease of use and training. However, some note manual data entry challenges and limited customization, reflecting mixed experiences.
Final Thoughts
AgencySmart suits small to medium insurance agencies seeking an all-in-one solution, backed by solid support and flexibility. Consider its limitations in customization if tailored workflows are critical.
Features
- Client Management
- Policy Tracking
- Document Management
- Automated Workflows
- Commission Tracking
- Task Management
- Email Integration
- Reporting And Analytics
- Secure Access Controls
- Mobile Access
- Claims Management
- Customizable Dashboards
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