AgencySmart 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

AgencySmart

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Pricing

Starting at $49.00 per month

About 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.

AgencySmart Screenshots

AgencySmart Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Basic

$49.00

per user, per month

No plan information available

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AgencySmart Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of AgencySmart
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Agency Commission
Alerts/Notifications
API
Audit Trail
Billing & Invoicing
Campaign Management
Cancellation Tracking
Claims Management
Claims Tracking
Client Management
Client Portal
Commission Calculations
Commission Calculator
Commission Management
Commission Overrides
Commission Rules/Conditions
Commission Scheduling
Commission Statements
Compensation Management
Compliance Management
Configurable Workflow
Contact Database
Contact Management
Customer Accounts
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Dispute Management
Document Management
Document Storage
Document Templates
Drag & Drop
Email Marketing
Email Templates
Flat Commissions
Forecasting
Forms Management
Insurance Policy Management
Insurance Policy Processing
Interaction Tracking
Invoice Management
Lead Management
Life & Health
Marketing Automation
Mobile Access
Monitoring
Percentage Commissions
Pipeline Management
Policy Issuance
Policy Management
Rating Engine
Real-Time Reporting
Real-Time Updates
Referral Tracking
Reminders
Renewal Management
Reporting & Statistics
Sales Reports
Search/Filter
Sliding Scale Commissions
Split Commissions
Status Tracking
Tiered Commissions
User Management