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AgencySmart Reviews & Product Details

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/

Seller

AgencySmart

Product Description

AgencySmart is cloud based, which means you have access to your client information from wherever you are, with any web connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing.

Overview by

Dan Ritter (Managing Partner at AgencySmart, LLC)

Discussions

AgencySmart Community

Pricing

Pricing provided by AgencySmart.

Basic Quoting

$49.00

CRM with Commissions

$75.00

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Top-Rated Alternatives

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AgencySmart Media

With AgencySmart you can enroll an employee in benefits in under 2 minutes through our menu-driven process

AgencySmart Demo - The Only All-In-One Solution

AgencySmart is 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.

Generate Federal 1095-C and 1045-B forms as well as state 1095 forms. Electronically file completed forms, or email them to the employer. AgencySmart will track employee enrollments throughout the year so there is less work for you when it's time to generate ACA Reports.

AgencySmart Demo - Comprehensive Commission System

With AgencySmart's comprehensive commission system you can post and pay commissions, build and track producers draws and receive alerts when clients have not paid commissions.

 Helps you cross-sell and stay compliant  Send clients and prospects renewal and other reminders  Send important information about plan changes  Send notes/cards for birthdays, holidays, and other important events

The new Status Dashboard feature allows employers to have full visibility of employees and the form-filling progress.

AgencySmart Reviews (39)

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Jeremiah B.

Producer

Small-Business (50 or fewer emp.)

9/18/2024

"Refreshingly Simple and Straight Forward"

5/5

What do you like best about AgencySmart?

The system is pretty simple and straightforward and houses the information we need to track for our clients. I really like the ability to set employer contributions. This has been a much better system for us to track all of our clients and insurance companies. Review collected by and hosted on G2.com.

What do you dislike about AgencySmart?

In Utah, the plans we use are not all pre-populated into the system so they have to enter them in for us or we have to manually do it ourselves. Review collected by and hosted on G2.com.

Jessica C.

Marketing

Small-Business (50 or fewer emp.)

9/18/2024

"Agency Smart is very user friendly!"

5/5

What do you like best about AgencySmart?

Easy to use. Training sessions with Anthony are quick and he answers all of my questions. Review collected by and hosted on G2.com.

What do you dislike about AgencySmart?

So far, I have not had any bad experiences while using it. Review collected by and hosted on G2.com.

Verified User in Insurance

Small-Business (50 or fewer emp.)

9/19/2024

"AgencySmart has been great for the team, great support from their team."

5/5

What do you like best about AgencySmart?

Their support team has been great at helping my team with any issues, or just with training for them to use it. Review collected by and hosted on G2.com.

What do you dislike about AgencySmart?

I have not had any issues with it. My team has nothing but good things to say about it. Review collected by and hosted on G2.com.

Verified User in Insurance

Small-Business (50 or fewer emp.)

9/19/2024

"AgencySmart has been really helpful to our team."

5/5

What do you like best about AgencySmart?

It is user friendly and easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about AgencySmart?

Not all of the plans are in the system so we have to put them in manually. Review collected by and hosted on G2.com.

Nancy O.

Small-Business (50 or fewer emp.)

12/5/2023

"Great Technology and easy to use"

5/5

What do you like best about AgencySmart?

Agencysmart is a great platform for Producers. The system is user friendly and provides all the necessary information in one screen without having to navigate. The best tool is the onboarding, makes new business implemenation easy and quick. The staff are very knowledgeable and helpful which is ideal in a changing environment, Review collected by and hosted on G2.com.

What do you dislike about AgencySmart?

Table rates based on each county would be helpful. Review collected by and hosted on G2.com.

Chris R.

Small-Business (50 or fewer emp.)

3/16/2023

"Excellent"

4/5

What do you like best about AgencySmart?

They system that Agency Smart has created is hitting on all cylinders for my needs. Having gone through my first set of 1095's that I completed for some clients, it was seemless and extremely easy for this reporting.

Having the ability to go from quote to quote, with their editable forms - The team their definitely has the broker in mind. Review collected by and hosted on G2.com.

What do you dislike about AgencySmart?

Wish they would provide more tiering options with their management system.

Provide for a 5 tier rating structure. Review collected by and hosted on G2.com.

John M.

Small-Business (50 or fewer emp.)

3/22/2023

"Makes everything easy"

5/5

What do you like best about AgencySmart?

Quoting is very easy. It is convenient to find plans, check rates and find Benefit summaries Review collected by and hosted on G2.com.

What do you dislike about AgencySmart?

When a group wants to see a plan for 1 ee, and the group offers multiple plans, you have to waive other ee's to quote the one employee Review collected by and hosted on G2.com.

Verified User in Insurance

Small-Business (50 or fewer emp.)

3/28/2023

"Very Pleased with Agency Smart"

4.5/5

What do you like best about AgencySmart?

I just started working in Agency Smart and find the system very friendly. I have used other systems in the past, and the Agency Smart program has a nice format. I have found the quoting process easy to follow, and access to the SBCs is excellent. Would defiantly recommend it to others. Review collected by and hosted on G2.com.

What do you dislike about AgencySmart?

At this time, I have no dislikes about Agency Smart. Review collected by and hosted on G2.com.

carlton e.

Producer

Small-Business (50 or fewer emp.)

3/15/2021

"AgencySmart Review"

5/5

What do you like best about AgencySmart?

being able to send my clients to fill out application themselves Review collected by and hosted on G2.com.

What do you dislike about AgencySmart?

adding/ deleting chosen products to do a new illustration Review collected by and hosted on G2.com.

Verified User in Insurance

Small-Business (50 or fewer emp.)

4/19/2023

"The program is user friendly, but do have issues with Reports."

4.5/5

What do you like best about AgencySmart?

The program is web-based. My trainer is very well knowledged on this system. Review collected by and hosted on G2.com.

What do you dislike about AgencySmart?

I do not like when adding a new split, the most current split is not pulled down, it is the effective date split. Review collected by and hosted on G2.com.