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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

Agency managers can manage all their models and talents in one place with the online booking software. You can schedule individual or multiple events for models, talent artists, influencers, and artists. Location agencies, photo reps, production companies need to organize crew and staff timetables. Castings, call-backs and go-and-sees are all possible. You can send talent booking sheets or approved estimates online. You can also check the status of your job for managers, talent, bookers, and bookers. Send portfolios, videos and digital resumes to clients and placement agencies. The global agency overview shows talent, bookers and agencies as well as client or event types. You can keep track of all alarms, notifications and reminders. You can manage all agency accounting by linking or exporting to your current QuickBooks software.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Evergreen Yes 
Shogo No 

Integrations

Evergreen No 
Shogo Yes 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

Free
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 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 Yes 
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

cDs

Founded

1992

Country

France/USA

Website

www.cdsglobal.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 

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