AgencySmart Pros and Cons

AgencySmart maximizes my daily productivity and assists me greatly. The quoting, proposal, enrollment and service documentation features offer full support from pre-sale through renewal. Agency Smart is very easy to use and I really like that account records and information are so readily accessible. AgencySmart is an excellent agency management system. Review collected by and hosted on G2.com.

I have not found anything I dislike about AgencySmart. Review collected by and hosted on G2.com.

I use it for quoting all of the time. It is accurate & saves me a lot of time. Review collected by and hosted on G2.com.

It would be nice to have more ancillary coverage. Review collected by and hosted on G2.com.

The output gives me a chance to be very creative. Review collected by and hosted on G2.com.

I think that the FAVORITES tab needs improvement. Review collected by and hosted on G2.com.

AgencySmart certainly simplifies my workload. I can easily obtain both group and individual quotes and send clients professional, accurate quotes. Review collected by and hosted on G2.com.

Haven't found a downside! Covers all bases so far. Review collected by and hosted on G2.com.

It is very easy to use for our entire staff. Quoting is state of the art and client ready format that can be further detailed Review collected by and hosted on G2.com.

There is nothing we don’t like about the system Review collected by and hosted on G2.com.

Whatever you can imagine wanting in an insurance database system, you will find in AgencySmart. When compared to AgencyBloc and others, this was a "No Brainer" decision. Review collected by and hosted on G2.com.

There was nothing to dislike. I never regretted making this decision. Review collected by and hosted on G2.com.

The ease of entering in information, locating information in the system and the rates and plans are loaded correctly Review collected by and hosted on G2.com.

The quoting needs to be tweaked for our office due to our very specific needs, it works but not to the best of what it can be. Meeting with the team to show them what we need. The system is intuitive but not that intuitive, again, meeting with the IT team to discuss changes Review collected by and hosted on G2.com.

Agency smart is the most friendly, comprehensive, cost effective client management system I have ever had the please of utilizing.

I have been through a few different programs over the years trying to find the best fit for my agency to organize and track client and prospect information, as well as producer activity and commissions, when I was introduced to Agency smart.

Once browsed through the system and was made aware of its potential, it was one of the easiest decisions for me to switch over to Agency Smart. I would recommend it to everyone! Review collected by and hosted on G2.com.

I have not found anything about the program that I dislike as of yet. Review collected by and hosted on G2.com.

It is easy to use and learn for training purposes Review collected by and hosted on G2.com.

It could use more crm like features or integrations Review collected by and hosted on G2.com.

It has everything you need to manage your entire book of business, from everyday tracking and service, to reports, to quoting, to mass email generations to even tracking your commission. it is a one-stop shop to manage all of your clients. Review collected by and hosted on G2.com.

There is not much to dislike about agencysmart. it is way ahead of it's game compared to competitors.

If there was anything i wish would improve, it would be the mutli-option quoting. having a way to change the enrollment within a quote without having to start a whole new quote. Review collected by and hosted on G2.com.