Last Updated July 2024 | Based on Public Information
AgencySmart is the only complete agency management solution combining the features of multiple systems into ONE!
Features & Quick Stats
How AgencySmart Helps Independent Agents/Brokers: With one integrated system, there is no need to worry about typos and naming conventions not matching between systems. Enter client data once and complete all four tasks of tracking policies and renewals, quoting new plans and products, posting and paying commissions and pushing all this information out to the onboarding and benefit enrollment platform – MyBenefitLink. Reduce the number of systems your agents need to login to and learn, allow client employees to enroll online, increase efficiencies, all make you more profitable.
Key Features:
- Integrated CRM
- Quote Generation
- Commissions
- Online Enrollment & Onboarding
Website: agencysmart.com
Headquarters: Newport Beach, CA
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