AgencySmart Reviews & Product Details - Page 3

I love the reports it generates for quotes. They are easy to understand and because they are in excel format it is easy to customize. They look extremely professional especially compared to other reports from other quoting systems that I have used.

It's also cool that it can generate rate reports and link to SBCs Review collected by and hosted on G2.com.

There are a couple of fixes that I would like:

when there are multiple plans for a client the ability to show different spreadsheets for each option.

Doctor Links for each carrier on the quoting spreadsheet

Policy number put on the header for the policy instead of having to open the policy for that information. Review collected by and hosted on G2.com.

We've tried numerous programs before and none of them worked. This is perfect for our business!

The quoting system is such a breeze! All the plans are loaded in so clearly, I love how you can filter what you're looking for while quoting!

And the whole application process is so smooth when using opportunities/underwriting/active plans. It divides our work for us so clearly. Review collected by and hosted on G2.com.

The dental plans are not all loaded in the system Review collected by and hosted on G2.com.

Simply put, you can create the most professional and all encompassing consultative analysis available of the marketplace in minutes. Literally minutes. Not to mention being able to manage your entire agency (service, commissions, etc.) with one simple login in an all-in-one platform. Review collected by and hosted on G2.com.

Our use of AgencySmart provides us a competitive market advantage we rely upon as a differentiator. We are fearful this will one day be eliminated as the number of brokers and agencies singing up for the product increases. Review collected by and hosted on G2.com.

AgencySmart program is built to have your entire block of business available at all times, to efficiently run your business without missing a beat. You have all information on hand and can add additional information as your account grows. I love the fact that all information relating to the specific account you are working on, is all within the group file (enrollments, renewals, commissions, claims, SBCs', rates etc).

AgencySmart IT support is also always available for any questions I have regarding the system. I recommend this system 100%, there are updates to keep up with the ever changing times. Review collected by and hosted on G2.com.

I have been using AgencySmart for almost 3 years now, and can honestly say there isn't one thing I dislike about the system. Review collected by and hosted on G2.com.

Quoting, Commission functions, reporting function especially for renewals, built in census templates, etc... Review collected by and hosted on G2.com.

Email function: AS does not have individual agents in the email library... only an Agency. Major bummer Review collected by and hosted on G2.com.

User friendly, simple. Our team loves it and makes life easier. Review collected by and hosted on G2.com.

Lack of API connections with Monday, etc. Review collected by and hosted on G2.com.

The ability to reach out to someone who is willing to listen to you needs, and if at all possible, get the job done. Review collected by and hosted on G2.com.

Because we are in Florida, the ability to utilize the full functionality of the program is very limited. We would love to have the information that they are able to provide in the other markets available such as plan information and rate updates. Review collected by and hosted on G2.com.

It's the only all-in-one-system that allows you to enter your data one time and accomplish the major tasks of running your agency.

AgencySmart includes:

- a agency management system that tracks all clients and prospects policies, enrollments,

claims, and unlimited attachments.

- commission system

- small group & individual quoting for medical, dental, & vision

- comprehensive reporting

- mass email communication for clients & prospects

- online enrollment system

Eliminates the need for multiple software programs that do not communicate with each other. Saves time, money, & aggravation of having to entry data in multiple systems. Review collected by and hosted on G2.com.

How can you dislike a system that allows you to be more efficient & profitable. There isn't anything about this system that I dislike and I've been using this for just over six years! Review collected by and hosted on G2.com.

Cloud based with access to all our clients at my fingertips. This platform has allowed our organization to grow leaps and bounds. Support is timely and always a positive resolution. Review collected by and hosted on G2.com.

I have zero complaints. I highly recommend this to all my peers. Review collected by and hosted on G2.com.

Makes our agency more productive, and profitable

Simple interface, allows us to quote, enroll employees, track and log service issues, post commissions and pay sub producers all in one place. No need to enter data in multiple systems.

Live training can be scheduled via the online calendar as often as needed

Intuitive uncluttered interface, drastically reduces learning curve Review collected by and hosted on G2.com.

Not much to dislike about this system, we have been able to fix any bugs by notifying AgencySmart Review collected by and hosted on G2.com.