JB
Jeremiah B.
Producer
Small-Business (50 or fewer emp.)
"Refreshingly Simple and Straight Forward"
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.