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AgencySmart

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39 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.8
Serving customers since
2002
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AgencySmart Reviews

Review Filters
Profile Name
Star Rating
35
3
1
0
0
carlton e.
CE
carlton e.
insurance agent
03/15/2023
Validated Reviewer
Verified Current User
Review source: Organic

AgencySmart Review

being able to send my clients to fill out application themselves
Verified User in Insurance
AI
Verified User in Insurance
10/03/2022
Validated Reviewer
Verified Current User
Review source: Organic

Great System for Group Brokers

I use it for quoting all of the time. It is accurate & saves me a lot of time.
SB
Sunni B.
08/12/2022
Validated Reviewer
Review source: Organic

AgencySmart is the system to have to run your business !!!!

AgencySmart program is built to have your entire block of business available at all times, to efficiently run your business without missing a beat. You have all information on hand and can add additional information as your account grows. I love the fact that all information relating to the specific account you are working on, is all within the group file (enrollments, renewals, commissions, claims, SBCs', rates etc). AgencySmart IT support is also always available for any questions I have regarding the system. I recommend this system 100%, there are updates to keep up with the ever changing times.

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