Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Evergreen Yes 
QuickBooks Online No 

Integrations

Evergreen No 
QuickBooks Online Yes 

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 

Alternatives

iNube Reviews

iNube

iNube Software Solutions

Alternatives

Maintenance Pro CMMS Reviews

Maintenance Pro CMMS

Innovative Maintenance Systems
PMXpert Reviews

PMXpert

PMXpert Software
Pulpo Reviews

Pulpo

Pulpomatic
BrokerEngage Reviews

BrokerEngage

Benefitalign
Proteus CMMS Reviews

Proteus CMMS

Eagle Technology