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
We have developed a cloud-based platform that consolidates all your renewal details into a user-friendly dashboard, enabling you to manage your maintenance efficiently and ensuring that no renewal slips through the cracks. The intuitive dashboard prominently displays upcoming renewals, allowing you to plan your cash flow and coordinate with vendors well in advance of their deadlines. Furthermore, with all your information securely stored in a cloud application, the hassle of juggling multiple spreadsheet versions or sending screenshots to your accounting department is eliminated. This streamlined process alleviates the frustration of pursuing late clients and calculating maintenance dates throughout the year, resulting in a more organized approach to managing your renewals. Embrace the simplicity and efficiency of our solution to regain control over your renewal management.
API Access
Has API
No
API Access
Has API
No
Pricing Details
$49 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
No
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AgencySmart
Country
United States
Website
agencysmart.com/software/
Vendor Details
Company Name
RenewIT 360
Website
renewit360.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
Maintenance Management
Asset Tracking
No
Billing & Invoicing
No
Calibration Management
No
Dispatch Management
No
Inventory Control
No
Inventory Management
No
Key & Lock Management
No
Mobile Access
No
Planning Calendar
No
Predictive Maintenance
No
Preventive Maintenance
No
Purchasing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No