AgencySmart Pros and Cons

The system is pretty simple and straightforward and houses the information we need to track for our clients. I really like the ability to set employer contributions. This has been a much better system for us to track all of our clients and insurance companies. Review collected by and hosted on G2.com.

In Utah, the plans we use are not all pre-populated into the system so they have to enter them in for us or we have to manually do it ourselves. Review collected by and hosted on G2.com.

Easy to use. Training sessions with Anthony are quick and he answers all of my questions. Review collected by and hosted on G2.com.

So far, I have not had any bad experiences while using it. Review collected by and hosted on G2.com.

Their support team has been great at helping my team with any issues, or just with training for them to use it. Review collected by and hosted on G2.com.

I have not had any issues with it. My team has nothing but good things to say about it. Review collected by and hosted on G2.com.

It is user friendly and easy to navigate. Review collected by and hosted on G2.com.

Not all of the plans are in the system so we have to put them in manually. Review collected by and hosted on G2.com.

Agencysmart is a great platform for Producers. The system is user friendly and provides all the necessary information in one screen without having to navigate. The best tool is the onboarding, makes new business implemenation easy and quick. The staff are very knowledgeable and helpful which is ideal in a changing environment, Review collected by and hosted on G2.com.

Table rates based on each county would be helpful. Review collected by and hosted on G2.com.

They system that Agency Smart has created is hitting on all cylinders for my needs. Having gone through my first set of 1095's that I completed for some clients, it was seemless and extremely easy for this reporting.

Having the ability to go from quote to quote, with their editable forms - The team their definitely has the broker in mind. Review collected by and hosted on G2.com.

Wish they would provide more tiering options with their management system.

Provide for a 5 tier rating structure. Review collected by and hosted on G2.com.

Quoting is very easy. It is convenient to find plans, check rates and find Benefit summaries Review collected by and hosted on G2.com.

When a group wants to see a plan for 1 ee, and the group offers multiple plans, you have to waive other ee's to quote the one employee Review collected by and hosted on G2.com.

I just started working in Agency Smart and find the system very friendly. I have used other systems in the past, and the Agency Smart program has a nice format. I have found the quoting process easy to follow, and access to the SBCs is excellent. Would defiantly recommend it to others. Review collected by and hosted on G2.com.

At this time, I have no dislikes about Agency Smart. Review collected by and hosted on G2.com.

being able to send my clients to fill out application themselves Review collected by and hosted on G2.com.

adding/ deleting chosen products to do a new illustration Review collected by and hosted on G2.com.

The program is web-based. My trainer is very well knowledged on this system. Review collected by and hosted on G2.com.

I do not like when adding a new split, the most current split is not pulled down, it is the effective date split. Review collected by and hosted on G2.com.