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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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35
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AgencySmart Reviews

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Star Rating
35
3
1
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0
JB
Jeremiah B.
09/18/2024
Validated Reviewer
Verified Current User
Review source: Organic

Refreshingly Simple and Straight Forward

|AgencySmart
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.
JC
Jessica C.
09/18/2024
Validated Reviewer
Verified Current User
Review source: Organic

Agency Smart is very user friendly!

|AgencySmart
Easy to use. Training sessions with Anthony are quick and he answers all of my questions.
NO
Nancy O.
12/05/2023
Validated Reviewer
Review source: Organic

Great Technology and easy to use

|AgencySmart
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,

About

Contact

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