AgencySmart
AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable. CONTACT OR SCHEDULE A DEMONSTRATION HERE --> https://agencysmart.com/schedule-a-demonstration/
Average Rating: 4.8/5.0
Total Reviews: 38
How Do G2 Users Rate AgencySmart?
- Cloud: 9.7/10 (Category avg: 8.8/10)
- Automation: 9.3/10 (Category avg: 6.4/10)
- Client Portal: 9.6/10 (Category avg: 6.5/10)
- Alerts and Notifications: 9.0/10 (Category avg: 6.3/10)
Who Is the Company Behind AgencySmart?
- Seller: AgencySmart
- Year Founded: 2002
- HQ Location: Fairfield, New Jersey
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Twitter: @AgencySmartLLC
12 Twitter followers -
LinkedIn® Page: www.linkedin.com
7 employees on LinkedIn®
Who Uses This Product?
- Top Industries: Insurance
- Company Size: 95% Small, 3% Medium
What Do G2 Reviewers Say About AgencySmart?
AI-generated summary from verified user reviews
Pros
- Users find AgencySmart to be user-friendly and easy to navigate, simplifying client and insurance tracking effectively.
- Users appreciate the excellent training support from AgencySmart, making it easy to resolve issues and learn efficiently.
- Users enjoy the simple and effective tracking of client information and employer contributions in AgencySmart.
- Users find the navigation ease of AgencySmart exceptional, making it user-friendly and intuitive.
- Users find AgencySmart's interface simple and straightforward, effectively managing client and insurance information with ease.
Cons
- Users often face data entry issues due to missing plans in the system, requiring manual input.
- Users find the manual editing process challenging, as not all plans are pre-populated, requiring additional input.
What Are Recent G2 Reviews of AgencySmart?
"Refreshingly Simple and Straight Forward"
Rating: 5.0/5.0 stars
— Jeremiah B.
"Agency Smart is very user friendly!"
Rating: 5.0/5.0 stars
— Jessica C.
What Are G2 Users Discussing About AgencySmart?
- What is AgencySmart used for? - 1 comment
