Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ABS Cloud offers the same capabilities as the traditional office software but is hosted online. You can either utilize ABS on your own devices or opt for us to handle the software and data management on your behalf. With ABS Cloud, there's no need for you to become an IT expert or hire one, as you simply use the software as needed. Functionality remains consistent regardless of the choice you make. Since the ABS software and your database reside in the cloud, there's no requirement to install anything on individual office computers. If you currently maintain a dedicated server just for ABS, that setup can be eliminated. ABS can be accessed from anywhere with an Internet connection, allowing remote employees to use the software without monopolizing an office machine or going through installation processes. This solution is ideal for organizations with multiple locations or for accessing customer data while working from home or traveling. Additionally, the cloud-based approach enhances collaboration and flexibility for teams that need to work seamlessly across various environments.
Description
AgencySmart operates in the cloud, enabling you to access your clients' information anytime and from any device with internet connectivity. You can address client inquiries, schedule calls when renewals are approaching, and monitor their activities effectively. The platform keeps you informed about client and prospect policy renewals, ensuring you receive timely alerts for service issues requiring immediate action. Additionally, it manages enrollment, termination, and change processes while also tracking dependents who are aging out at 26 or turning 65, which makes them eligible for Medicare. It provides notifications for upcoming tasks and calendar events, along with comprehensive audit tracking to identify who is handling various responsibilities. The system also supports cross-selling opportunities and maintains compliance by sending clients and prospects reminders about renewals and important plan updates. You can share essential information regarding plan modifications and send personalized notes or cards for special occasions like birthdays and holidays. This comprehensive tool reveals all possible cross-sale opportunities, ensuring that you never miss an opportunity to engage with your clients effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Evergreen
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Agency Business Systems
Founded
1994
Country
United States
Website
www.agencybusys.com
Vendor Details
Company Name
AgencySmart
Country
United States
Website
agencysmart.com/software/
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
No
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No