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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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Profile Name
Star Rating
35
3
1
0
0
Verified User in Insurance
UI
Verified User in Insurance
05/09/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

The program is user friendly, but do have issues with Reports.

|AgencySmart
The program is web-based. My trainer is very well knowledged on this system.
Verified User in Insurance
UI
Verified User in Insurance
03/28/2023
Validated Reviewer
Verified Current User
Review source: Organic

Very Pleased with Agency Smart

|AgencySmart
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.
CR
Chris R.
03/16/2023
Validated Reviewer
Verified Current User
Review source: Organic

Excellent

|AgencySmart
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.

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