AgencySmart Reviews & Product Details

AgencySmart Overview

What is 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/

AgencySmart Details
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.


Seller Details
Seller
AgencySmart
Company Website
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N/A
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
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AgencySmart Reviews

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I love the reports it generates for quotes. They are easy to understand and because they are in excel format it is easy to customize. They look extremely professional especially compared to other reports from other quoting systems that I have used.

It's also cool that it can generate rate reports and link to SBCs Review collected by and hosted on G2.com.

What do you dislike?

There are a couple of fixes that I would like:

when there are multiple plans for a client the ability to show different spreadsheets for each option.

Doctor Links for each carrier on the quoting spreadsheet

Policy number put on the header for the policy instead of having to open the policy for that information. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The first system that has everything in one place: quoting , enrollment, client information and files, trouble shooting , commissions. The only software that I have worked with that has all this information and is intuitive. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

The dental plans are not all loaded in the system Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

They separate our group and individual clients so clearly. I love the checklist! And the quoting and application process is extremely clear.

We assist our clients using the service issues so nothing is ever overlooked. We have such a clear log on what's going on, especially when one of us is out we can easily cover for each other. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Simply put, you can create the most professional and all encompassing consultative analysis available of the marketplace in minutes. Literally minutes. Not to mention being able to manage your entire agency (service, commissions, etc.) with one simple login in an all-in-one platform. Review collected by and hosted on G2.com.

What do you dislike?

Our use of AgencySmart provides us a competitive market advantage we rely upon as a differentiator. We are fearful this will one day be eliminated as the number of brokers and agencies singing up for the product increases. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are saving significant amounts of time and energy preparing small employer presentations and market analysis tools. Additionally, instead of piecing together a client management tool, a commission tracker, a proposal generator and an online enrollment solution - AgencySmart provides them all in a coordinated solution. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

AgencySmart program is built to have your entire block of business available at all times, to efficiently run your business without missing a beat. You have all information on hand and can add additional information as your account grows. I love the fact that all information relating to the specific account you are working on, is all within the group file (enrollments, renewals, commissions, claims, SBCs', rates etc).

AgencySmart IT support is also always available for any questions I have regarding the system. I recommend this system 100%, there are updates to keep up with the ever changing times. Review collected by and hosted on G2.com.

What do you dislike?

I have been using AgencySmart for almost 3 years now, and can honestly say there isn't one thing I dislike about the system. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

AgencySmart is designed to hold all the information about each of your accounts with all this information needed on hand, with a click of a button. No more having to look through files or different programs to gather information, when dealing with clients. It's all available within AgencySmart and the specific group file. You can answer all your clients questions quickly and accurately. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Quoting, Commission functions, reporting function especially for renewals, built in census templates, etc... Review collected by and hosted on G2.com.

What do you dislike?

Email function: AS does not have individual agents in the email library... only an Agency. Major bummer Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This is the most user friendly on the market. It's truly built for brokers! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are able to run much more efficiently when it comes to quoting and renewals. We have a very robust commission process that has to be run on a monthly basis and AS makes it a breeze. We are now able to provide financial performance reporting for the entire agency as well as individual brokers... it's awesome! Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The ability to reach out to someone who is willing to listen to you needs, and if at all possible, get the job done. Review collected by and hosted on G2.com.

What do you dislike?

Because we are in Florida, the ability to utilize the full functionality of the program is very limited. We would love to have the information that they are able to provide in the other markets available such as plan information and rate updates. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The ability to keep an up to date database of our clients across small groups, seniors and individuals/families that we are all able to access and update as needed. Review collected by and hosted on G2.com.

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UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

How can you dislike a system that allows you to be more efficient & profitable. There isn't anything about this system that I dislike and I've been using this for just over six years! Review collected by and hosted on G2.com.

Recommendations to others considering the product:

AgencySmart is a comprehensive software program that I would recommend to anyone in the employee benefits business. We found the pricing to be less than it's competitors. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The problems it solves for us, is that you do not need to purchase & enter data in multiple systems. Our agency is able to do more with less because of the efficiency of AgencySmart! Review collected by and hosted on G2.com.

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President
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Cloud based with access to all our clients at my fingertips. This platform has allowed our organization to grow leaps and bounds. Support is timely and always a positive resolution. Review collected by and hosted on G2.com.

What do you dislike?

I have zero complaints. I highly recommend this to all my peers. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Do it. You won't be disappointed. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Being able to transact business anywhere in the world. Cloud based, easy to use and handles multiple tasks for us. Never late on a renewal ever again. Review collected by and hosted on G2.com.

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UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Makes our agency more productive, and profitable

Simple interface, allows us to quote, enroll employees, track and log service issues, post commissions and pay sub producers all in one place. No need to enter data in multiple systems.

Live training can be scheduled via the online calendar as often as needed

Intuitive uncluttered interface, drastically reduces learning curve Review collected by and hosted on G2.com.

What do you dislike?

Not much to dislike about this system, we have been able to fix any bugs by notifying AgencySmart Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have become more productive having a single system to house client and carrier info. We are also using it as a CRM to help salespeople stay in front of prospects Review collected by and hosted on G2.com.

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AI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

A. It ease of use for both agents and their support staff. Very important.

B. Commission tracking is simple and flexible.

C. Consistent improvements and updates as the market changes Review collected by and hosted on G2.com.

What do you dislike?

It would be nice if there was additional customization possible. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

No need to look any further, I have worked in the benefits business for over 30 years and this by far equal or better than any other product on the market. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The fundamental objective of the software is to track renewal, assist in the management of enrollment and deletion of eligible staff and last but not least the tracking of commissions. Review collected by and hosted on G2.com.

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EI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Enter information one time in any component of the platform and this information automatically synchronizes with all components Review collected by and hosted on G2.com.

What do you dislike?

Storage of sent e-mails to clients within the client files. Today, those e-mails are only stored under the user who sent the e-mail. All people should be able to see those e-mails when viewing the client Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Simple and easy to use system that will save your agency time Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking renewals, service issues, commissions and being able to evaluate the time spent on each client along with the revenue generated Review collected by and hosted on G2.com.

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Principal, Senior Client Executive
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

It is truly an all in one platform! I can track everything from commissions to renewals in a couple of clicks. The quoting engine is second to none and the team at AS are always thinking of new features to make our lives easier. Review collected by and hosted on G2.com.

What do you dislike?

To be honest, it's hard to dislike anything about it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

AgencySmart has allowed us to easily transition to a work from home environment. There was no need for us to buy additional hardware or to set up work stations at home. All we need is an internet connection and we're in business. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

It downloads information from insurance companies so I do not have to reinvent the library. Review collected by and hosted on G2.com.

What do you dislike?

Not sure how to answer this question other than a large learning curve and other than groups individual business and insurance coverage needs to be as easy as group. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Because I did not get the assistance I was promised I am not utilizing it as best I should. I am also considering a separate program for Life, Disability, and annuity business Review collected by and hosted on G2.com.

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Response from Dan Ritter of AgencySmart

Thank you for your feedback! We're both sorry and concerned to hear that you don't feel you received the proper assistance that you were promised. AgencySmart's ease of use and client trainings are what has separated us from the competition for the last 20 years and we'd like to continue being a client-first company. AgencySmart has demonstration & training signup forms available on the AgencySmart website at all times (https://agencysmart.com/schedule-a-demonstration/), completely free of charge.

Additionally, AgencySmart has reminders set in place to proactively reach out to any users that we feel aren't utilizing our solutions as much as they should to ensure that they're getting the full value of our software.

I'd be to glad to personally answer any other questions you may have regarding AgencySmart, just send me an email!

dritter@agencysmart.com

Chief Human
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Full Agency Manager that integrates all my workflow. Review collected by and hosted on G2.com.

What do you dislike?

Really nothing. I've worked with other more well known products and they don't compare. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

No Brainer Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Service, Quoting, Relationship Management, Enrollment front to back. Review collected by and hosted on G2.com.

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CI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I have used Agency smart for 15 years . I have found the support and training superior to other software. They have even customize my database to best suit my agency needs. I highly endorse this product Review collected by and hosted on G2.com.

What do you dislike?

I am waiting for them to expand 401k area like they have built the employee benefit features Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Demo the site and help them understand your business and they will customize Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have a one stop solution to keeping client information secure and providing same day data to our clients on underwriting and services issues Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Quoting tool and custom reports for census information. Review collected by and hosted on G2.com.

What do you dislike?

No CRM for daily sales activities and being able to run deduction report for only 1 or 2 employees Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Use it to help manage your clients and help set them up with easy to use technology to stream line enrollments and quoting. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Maximize time and quoting and helps keep company census info available at all times Review collected by and hosted on G2.com.

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President
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

It is very easy to use for our entire staff. Quoting is state of the art and client ready format that can be further detailed Review collected by and hosted on G2.com.

What do you dislike?

There is nothing we don’t like about the system Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is a total agency management system Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It enhances our customer service as well as meeting our quoting needs Review collected by and hosted on G2.com.

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AI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The ease of access, online 24/7, file system, quoting engine, all of the above Review collected by and hosted on G2.com.

What do you dislike?

I'd like to attach emails dorectly into AS, maybe that is available and I am not aware Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I like that we can keep history on our client accounts and have easy access to the information from anywhere. Review collected by and hosted on G2.com.

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AI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

One seamless system, from quoting, to enrollment to renewal. Review collected by and hosted on G2.com.

What do you dislike?

They don't have several carriers that we would like to have. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Having the ability for the same system to work for everyone in our office. Review collected by and hosted on G2.com.

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Do you work for AgencySmart?