AgencySmart
This cloud-based software empowers insurance agents by providing real-time access to client information from any web-connected device. It simplifies the quoting process, effortlessly tracks policy renewals, service issues, and important milestones like Medicare eligibility. By eliminating paper forms, it enhances efficiency and accuracy, enabling agents to effectively manage commissions and cross-sell opportunities.
Top AgencySmart Alternatives
Prime Insurance Suite
The Prime Insurance Suite is a versatile Policy Administration System that streamlines the automation and customization of insurance products.
LIDP Titanium
Titanium empowers carriers with immediate access to thousands of life and annuity products, enabling rapid market launches in days.
OneHQ
The OneHQ platform revolutionizes the insurance industry by consolidating all brokerage operations into a single, intuitive system.
GloveBox
Unlocking seamless workflows, this insurance agency software transforms client interactions by streamlining tasks and reducing manual processes.
Nexsure Insurance Platform
The Nexsure Insurance Platform is a robust, scalable solution designed to streamline insurance distribution for agencies, wholesalers, and carriers.
Amsoft
With over four decades of experience in the insurance software industry, Amsoft offers a robust solution tailored to the unique challenges faced by insurance agencies.
teamthink
It replaces outdated systems with intuitive tools for measuring performance against best practices and compliance...
Indio
It fosters collaboration, enhances accuracy, and saves time and money by unifying data collection for...
Sureify Lifetime
It streamlines policy acquisition, servicing, and engagement, enhancing customer interactions...
Applied Epic
It integrates seamlessly with various business applications, enabling users to access vital data, automate workflows...
Hi Marley
With unique features like automated messaging and sentiment analytics, it reduces call volumes and cycle...
NowCerts
With features like commission tracking, ACORD forms, email synchronization, and customizable invoicing, it enhances efficiency...
Agents Ally
With powerful automation and a key metric dashboard, agents can prioritize high-value opportunities, streamline marketing...
Jenesis Software
Users can manage clients, streamline marketing efforts, and access features like a client portal and...
QwikSubmit
Users can effortlessly input information through intuitive forms, eliminating repetitive data entry...
Top AgencySmart Features
- Cloud-based access
- Real-time quoting
- Commission tracking automation
- Paperless employee files
- Renewal alerts and tracking
- Service issue notifications
- Enrollment process management
- Dependents aging out tracking
- Medicare eligibility alerts
- To-do and calendar reminders
- Complete audit tracking
- Cross-selling opportunities identification
- Compliance assistance features
- Automated client communications
- Customizable reminder notifications
- Integration with communication tools
- User-friendly interface
- Mobile-friendly design
- Secure data storage
- Client engagement tracking
