Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Consolidate your team's crucial information in a secure and centralized hub. Eliminate the clutter of chaotic spreadsheets. Air offers an aesthetically pleasing and straightforward user interface to get you started. As your organization evolves, you can enhance the platform with various Apps for Air. It streamlines numerous HR tasks by automatically sending notifications for important events like tasks, first days, birthdays, holidays, and more. Safely store and easily retrieve vital information – ranging from essential documents to employee contact details – all within one protected location. The platform also features an elegant and efficient employee onboarding process, allowing you to add new members to your team effortlessly. New hires receive an onboarding sequence that guides them through uploading their information and completing necessary paperwork. Additionally, it simplifies leave management with an efficient request system and ensures you never miss a holiday or absence with intelligent reminders. This centralized solution keeps essential company documents and information well-organized and readily accessible for everyone in the team, fostering better collaboration and communication. Ultimately, Air is designed to enhance both productivity and employee engagement within your organization.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$49 per month
Free Trial
Yes
Free Version
No
Pricing Details
$2.71 per user per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
AgencySmart
Country
United States
Website
agencysmart.com/software/
Vendor Details
Company Name
Air HR
Country
United Kingdom
Website
www.joinair.com
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
Product Features
Human Resources
360 Degree Feedback
Yes
Applicant Tracking
No
Attendance Management
Yes
Benefits Management
No
Career Development Planning
No
Compensation Management
No
Compliance Management
No
Employee Database
No
Employee Lifecycle Management
No
Onboarding
Yes
Payroll Management
No
Performance Management
Yes
Recruiting Management
No
Self Service Portal
Yes
Succession Planning
No
Time & Attendance Management
Yes
Time Off Management
Yes
Timesheets
No
Training Management
No