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AgencySmart

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4.8 out of 5 stars
39 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.8
Serving customers since
2002
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AgencySmart

39 reviews

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.

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Star Rating

35
3
1
0
0

AgencySmart Reviews

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Profile Name
Star Rating
35
3
1
0
0
Joseph A.
JA
Joseph A.
President at Altomare Financial Group, Inc.
02/12/2022
Validated Reviewer
Review source: Organic

Very Happy with Agencysmart

|AgencySmart
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
Edward T M.
EM
Edward T M.
✰ Affordable Care Act ✰ Certified Healthcare Reform Specialist ✰ ☏ (215)355-2121 ✰ Health Insurance, Medicare & Benefits
10/15/2021
Validated Reviewer
Review source: Organic

Excellent features and quality service

|AgencySmart
It is easy to use and learn for training purposes
Verified User in Insurance
UI
Verified User in Insurance
03/16/2021
Validated Reviewer
Verified Current User
Review source: Organic

Cooperation from all teams to reach resolutions

|AgencySmart
The ease of entering in information, locating information in the system and the rates and plans are loaded correctly

About

Contact

HQ Location:
Fairfield, New Jersey

Social

@AgencySmartLLC

What is AgencySmart?

AgencySmart is a provider of comprehensive agency management software designed to streamline operations for insurance agencies. The platform offers a range of features that help manage day-to-day activities such as customer relationship management, policy management, and document storage. AgencySmart aims to enhance operational efficiency and improve client services for insurance professionals.

Details

Year Founded
2002