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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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35
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AgencySmart Reviews

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Star Rating
35
3
1
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GC
Gary C.
01/22/2021
Validated Reviewer
Verified Current User
Review source: Organic

Gary Cupo, CLU, ChFC, President/CEO Benefit Solutions

|AgencySmart
Whatever you can imagine wanting in an insurance database system, you will find in AgencySmart. When compared to AgencyBloc and others, this was a "No Brainer" decision.
Verified User in Insurance
EI
Verified User in Insurance
09/03/2020
Validated Reviewer
Verified Current User
Review source: Organic

Terrific and easy to use multi-functional technology system

|AgencySmart
Enter information one time in any component of the platform and this information automatically synchronizes with all components
Verified User in Insurance
CI
Verified User in Insurance
08/20/2020
Validated Reviewer
Review source: Organic

Service and technical support

|AgencySmart
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

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