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Average Ratings 4 Ratings

Total
ease
features
design
support

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 

Screenshots View All

Screenshots View All

Integrations

Evergreen Yes 

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 

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