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AgencySmart

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4.8 out of 5 stars
39 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.8
Serving customers since
2002
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AgencySmart

39 reviews

AgencySmart is cloud based, which means you have access to your client information from wherever you are, with any web connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing.

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AgencySmart Reviews

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Star Rating
35
3
1
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SH
Sarah H.
08/13/2020
Validated Reviewer
Verified Current User
Review source: Organic

Wonderful Agency Management System!

|AgencySmart
Quoting, Commission functions, reporting function especially for renewals, built in census templates, etc...
KK
Kathleen K.
08/12/2020
Validated Reviewer
Verified Current User
Review source: Organic

Love the ease of this software as an end user

|AgencySmart
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
Verified User in Insurance
UI
Verified User in Insurance
08/12/2020
Validated Reviewer
Verified Current User
Review source: Organic

Simplify agency management

|AgencySmart
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

About

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HQ Location:
Fairfield, New Jersey

Social

@AgencySmartLLC

What is AgencySmart?

AgencySmart is a provider of comprehensive agency management software designed to streamline operations for insurance agencies. The platform offers a range of features that help manage day-to-day activities such as customer relationship management, policy management, and document storage. AgencySmart aims to enhance operational efficiency and improve client services for insurance professionals.

Details

Year Founded
2002