It's the only all-in-one-system that allows you to enter your data one time and accomplish the major tasks of running your agency. AgencySmart includes: - a agency management system that tracks all clients and prospects policies, enrollments, claims, and unlimited attachments. - commission system - small group & individual quoting for medical, dental, & vision - comprehensive reporting - mass email communication for clients & prospects - online enrollment system Eliminates the need for multiple software programs that do not communicate with each other. Saves time, money, & aggravation of having to entry data in multiple systems.

One seamless system, from quoting, to enrollment to renewal.

We've tried numerous programs before and none of them worked. This is perfect for our business! The quoting system is such a breeze! All the plans are loaded in so clearly, I love how you can filter what you're looking for while quoting! And the whole application process is so smooth when using opportunities/underwriting/active plans. It divides our work for us so clearly.