Average Ratings 0 Ratings
Average Ratings 4 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
Service for managing dependent eligibility
Secova's Dependent eligibility verification audit ensures employees are able to understand why a dependent may not be eligible and explains the process every step of it. This helps to maintain employee goodwill.
Features
- Reduce compliance risk according to ERISA & DOL guidelines
Guaranteed Organization Savings of 6-10% following audit cost
SSAE-18 Type II certification is only held by our competitors. Secova goes one step further with an ISO - 27001 credential.
- Live-answer telephone centres with IVR and 24x7capabilities. Access to assistance is made possible by our Participant Advocacy Services, and Multilingual Support.
- We treat each client as an individual entity by designing, branding and implementing custom solutions that reflect the company culture
- We have extensive experience with clients with audit populations from 1,000 to more than 180,000 dependents.
API Access
Has API
No
API Access
Has API
No
Integrations
Evergreen
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
Yes
Live Rep (24/7)
Yes
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)
No
In Person
No
Vendor Details
Company Name
AgencySmart
Country
United States
Website
agencysmart.com/software/
Vendor Details
Company Name
Secova
Founded
1989
Country
USA
Website
secova.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
Benefits Administration
COBRA Administration
Yes
Claims Management
Yes
Deduction Management
No
Disability Insurance Administration
Yes
Employee Benefits Administration
Yes
FMLA Administration
Yes
FSA Administration
Yes
Flexible Spending Accounts
No
For Brokers
Yes
For Employers
Yes
HIPAA Compliant
Yes
Health Insurance Administration
Yes
Life Insurance Administration
Yes
Online Benefits Enrollment
Yes
Premium Billing
No
Provider Management
No
Retiree Administration
Yes
Retirement Plan Management
Yes