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Review on AgencySmart by Steven Ferguson

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 them vs someone else internally within Aon etc.

img 1 attached to AgencySmart review by Steven Ferguson



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