Cloud-Based CRM Service
From Prospecting, to Quoting, to Enrolling… All With One Entry Point!
AgencySmart is a comprehensive, cloud-based CRM (customer relationship management) solution designed to help your agency manage your book of business. It combines several modules into one package so you don’t have to enter the same information in several places. In addition to keeping records of your existing clients, the system allows you, as the Broker, to keep track of prospects, add contacts, see commissions, review customer service logs, etc.
With AgencySmart you can track:
- Client and Prospects Renewals
- Service Issues updated by your GA
- Enrollments, Terminations and Changes attached by your GA
- Agent Commission Statements
- Group Benefit Descriptions
- Forms & SBC’s
- Quoting Options
AgencySmart shows you which client renewals are coming up, what clients are in the process of quoting or underwriting, and which claim issues need to be addressed immediately. The information on your client’s renewals, prospect renewals and outstanding customer service issues is always right in front of your eyes, so you never lose track of that crucial information!
With AgencySmart, you can work from anywhere in the world! You don’t have to be in the office to use the system!
You can access AgencySmart from your home, or your hotel while on a business trip – all you need is an internet connection!
To request access to AgencySmart, please click here.