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AgencySmart Review

3

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Very good

Revainrating 4 out of 5  
Rating 
4.0
Vertical Industry, Financial Services

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Description of 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/

Reviews

Global ratings 3
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Type of review

Revainrating 4 out of 5

Very good Learning Management Software

I liked how easy it was to navigate through all features within the program. The customer service has been great! They are always willing to help with any questions or concerns you may have about their product/service. Their support team helped me set up everything so quickly after signing in my first user account they were able to get straight into training us on what we needed to do next. We didn't really like anything specifically but there isn't much out of the box as far as customization…

Pros
  • The support team was great and really made the onboarding process super easy!
Cons
  • Some of the customization options were limited and the lack of customization options for the basic templates

Revainrating 4 out of 5

Great Software for tracking your agency

The system has been great so far. It's easy to use and I like how they have it set up where if you put in a new client that you want them to be able to see as soon as they log into their account. I am not too fond of the customer service department. They are very slow and don't get back to me right away. Also, I do feel like they could improve on some things with the software. Make sure to ask questions and be specific about what you need help with. You will probably find someone who knows the

Pros
  • Easy access for customers when needed quickly using mobile appEasy tracking changes within one placeGreat security features
Cons
  • Customer Service can take hours sometimes days before calling

Revainrating 4 out of 5

Great for making quick, simple and accurate auto-quote requests

I like how easy it was getting quotes from different carriers in one place! It's not all inclusive but there are so many things you could do with this software if they added certain features or allowed customization at some point down my road as well - maybe even have their own carrier recommendations? Also being able add notes directly into each quote would be nice too since sometimes we get conflicting information about what exactly our clients need/want depending upon which agent handles…

Pros
  • It's nice being able get quotes from different carriers all in one place
Cons
  • I would like it if we could add notes directly into quotes etc etc
  • Overall: It