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AgencySmart Pricing Overview

AgencySmart at a glance

Included With Every Account:

- Web-based Training. Onsite Training for groups of 10 or more
- Dedicated Customer Support
- 99.9% uptime and 24/7 monitoring
- Daily data backups
- 256-bit security / 100% HIPAA compliance
- Our support team is available to set up and renew MyBenefitLink websites for $500 per year/per client
- Get one month free for MyBenefitLink Pro or MyBenefitLink LITE Pro package when paid annually

Name	Price	Features
Basic Quoting	$49.00	30-Day Free Trial Available ($44 for NAHU Members) Unlimited Quotes Renewal Notification Dashboard Carrier Plan Designs & SBCs Census Import & Export HRA Funding Analysis GA Agency Tracking Track Books of Business by Producer Show More
CRM with Commissions	$75.00	30-Day Free Trial Available ($65 for NAHU Members) Renewal Notification Dashboard Carrier Plan Designs & SBCs Census Import & Export Full Commission Accounting Comprehensive Reporting Custom Plan Selection & Enrollment Forms Compensation Statements Mass Email & Communications Portal GA Agency Tracking Track Books of Business by Producer Track Producer’s License, E&O, CE & NPN Show More
Full Access	$99.00	30-Day Free Trial Available ($84 for NAHU Members) Unlimited Quotes Renewal Notification Dashboard Carrier Plan Designs & SBCs Census Import & Export HRA Funding Analysis Full Commission Accounting Comprehensive Reporting Custom Plan Selection & Enrollment Forms Compensation Statements Mass Email & Communications Portal GA Agency Tracking Track Books of Business by Producer Track Producer’s License, E&O, CE & NPN Show More
Enterprise & GA	Inquire Call For A Quote	30-Day Free Trial Available Unlimited Quotes Renewal Notification Dashboard Carrier Plan Designs & SBCs Census Import & Export HRA Funding Analysis Full Commission Accounting Comprehensive Reporting Custom Plan Selection & Enrollment Forms Compensation Statements Mass Email & Communications Portal GA Agency Tracking Track Books of Business by Producer Track Producer’s License, E&O, CE & NPN Show More
MyBenefitLink LITE Starter	$15 Per Client, Per Month	1-25 Clients ONLINE ENROLLMENT 24 x 7 Employee Access to View Benefits Access by Employee Class Carrier Specific and Custom Enrollment Spreadsheet Links to Carrier Provider Directories Unlimited Document Storage Broker and Employer Message Boards Show More
MyBenefitLink LITE Pro	$350Flat Fee Per Month	26-100 Clients ONLINE ENROLLMENT 24 x 7 Employee Access to View Benefits Access by Employee Class Carrier Specific and Custom Enrollment Spreadsheet Links to Carrier Provider Directories Unlimited Document Storage Broker and Employer Message Boards Show More
MyBenefitLink LITE Enterprise	CallCall For a Quote	100+ Clients ONLINE ENROLLMENT 24 x 7 Employee Access to View Benefits Access by Employee Class Carrier Specific and Custom Enrollment Spreadsheet Links to Carrier Provider Directories Unlimited Document Storage Broker and Employer Message Boards Show More
MyBenefitLink Starter	$1 Per Employee, Per Month	1-350 Employees ONLINE ENROLLMENT 24 x 7 Employee Access to View Benefits Individual Access Carrier Specific and Custom Enrollment Spreadsheet Links to Carrier Provider Directories Unlimited Document Storage Broker and Employer Message Boards Open-Enrollment & New Hires, Qualifying Events, Changes and Terminations Enrollment Tracking Dashboard Enrollment Alerts and Reminders Auto-Fill Forms With Signature Create Polls to Measure Engagement Comprehensive Reporting & Analytics Broker Product Cross-Sell Web Page - ONBOARDING FEATURES - New Hire Documents I-9, W-4, Direct Deposit Create and Send Offer Letters Employee Information Dashboard Unlimited Custom Onboard Tasks Show More
MyBenefitLink Pro	$350.00	351-1,000 Employees ($325 for NAHU Members) ONLINE ENROLLMENT 24 x 7 Employee Access to View Benefits Individual Access Carrier Specific and Custom Enrollment Spreadsheet Links to Carrier Provider Directories Unlimited Document Storage Broker and Employer Message Boards Open-Enrollment & New Hires, Qualifying Events, Changes and Terminations Enrollment Tracking Dashboard Enrollment Alerts and Reminders Auto-Fill Forms With Signature Create Polls to Measure Engagement Comprehensive Reporting & Analytics Broker Product Cross-Sell Web Page - ONBOARDING FEATURES - New Hire Documents I-9, W-4, Direct Deposit Create and Send Offer Letters Employee Information Dashboard Unlimited Custom Onboard Tasks Show More
MyBenefitLink Enterprise	Call Call For a Quote	1,000+ Employees ONLINE ENROLLMENT 24 x 7 Employee Access to View Benefits Individual Access Carrier Specific and Custom Enrollment Spreadsheet Links to Carrier Provider Directories Unlimited Document Storage Broker and Employer Message Boards Open-Enrollment & New Hires, Qualifying Events, Changes and Terminations Enrollment Tracking Dashboard Enrollment Alerts and Reminders Auto-Fill Forms With Signature Create Polls to Measure Engagement Comprehensive Reporting & Analytics Broker Product Cross-Sell Web Page -ONBOARDING FEATURES- New Hire Documents I-9, W-4, Direct Deposit Create and Send Offer Letters Employee Information Dashboard Unlimited Custom Onboard Tasks Show More
ACA Reporting - Federal Forms	$3.001 Per Form	Forms are generated and filed electronically
ACA Reporting - State & Federal Forms	$4.501 Per Form	Forms are generated and filed electronically
ACA Reporting - Mailing Services	$3.001 Per Form	Save time and money with AgencySmart's mailing service for ACA Reports

AgencySmart pricing & plans

Free Trial is available

Pricing information for AgencySmart is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase AgencySmart must be conducted with the seller.

Pricing information was last updated on October 10, 2024

Top Rated AgencySmart Alternatives

NextAgency

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4.8 out of 5

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AgencySmart Alternatives Pricing

The following is a quick overview of editions offered by other Life & Health Insurance Agency Management Software

AgencyBloc AMS+ Growth Plan	Starting at $105.001 User Per Month	Life & Health Insurance-specific CRM Real-time Agency & Business Analytics Workflow & Task Automation Sales Management Integrated Marketing & Lead Forms Standard Reporting Strategic Industry Integrations Top-Notch Customer Service & Support Show More
NextAgency NextAgency	$75.001 Users Per Month	NextAgency saves your life and health agency time, money and clients with CRM, business analytics, marketing, and optional commission management tools. Designed specifically for agencies selling benefits, senior, and life policies. NextAgency provides a powerful, intuitive agency management system with CRM, business analytic and marketing tools. Designed for agencies selling benefits, senior and life polices. Easily customized for your agency Includes free support and training. Automated workflows and checklists. Personalized to-do lists and agendas for each member of your team. Insightful reports and dashboard. Email and drip-marketing campaigns. Auto-route emails and texts to your clients' records. Generate compensation disclosure and consent to contact forms. Manage call recordings required when marketing Medicare Advantage and Part D policies. Integrations include Ease, BerniePortal, Intulse and Zapier. Show More
Jenesis JenesisNow Pro	Contact Us1 JenesisNow Pro has a base fee per physical agency location and a cost of $60 per user. Per Month	JenesisNow Basic features 2-way email and text integration Automated marketing campaigns Accounting / Commission Manager VoIP Integration Carrier Downloads Comparative Rater Invoicing Electronic Signature Show More

Various alternatives pricing & plans

Free Trial is available

Pricing information for the above various AgencySmart alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

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