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AgencySmart

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37 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.8
Serving customers since
2002
Profile Type
Category

Profile Name

Star Rating

35
3
1
0
0

AgencySmart Reviews

Review Filters
Profile Name
Star Rating
35
3
1
0
0
SK
Sandra K.
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.

The program is web-based. My trainer is very well knowledged on this system.
KC
Kathleen C.
03/28/2023
Validated Reviewer
Verified Current User
Review source: Organic

Very Pleased with Agency Smart

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

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

Details

Year Founded
2002