AgencySmart 2026: Benefits, Features & Pricing
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- Overview
- User Interface
- Popular Alternatives
- Pricing and Plans
- Features
- User Reviews
Overview
No reviews yet
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.
Wondering if AgencySmart is right for your organization?
Our CRM Software selection experts can help you in 15 minutes or less.
AgencySmart User Interface
Popular AgencySmart Alternatives
AgencySmart
No reviews yet
Ratings Breakdown
- Ease of use
- Value for money
- Customer support
- Functionality
Pricing
Starting at $49.00 per month
Ratings Breakdown
- 4.60Ease of use
- 4.80Value for money
- 4.44Customer support
- 4.50Functionality
Pricing
Available upon request
Ratings Breakdown
- 4.20Ease of use
- 4.50Value for money
- 4.75Customer support
- 4.40Functionality
Pricing
Starting at $325.00 per month
Ratings Breakdown
- 4.0Ease of use
- 4.17Value for money
- 4.42Customer support
- 3.92Functionality
Pricing
Starting at $299.00 per month
Ratings Breakdown
- 4.59Ease of use
- 4.77Value for money
- 4.73Customer support
- 4.59Functionality
Pricing
Starting at $2000.00 per month
AgencySmart Pricing and Plans
Basic
$49.00
No plan information available
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AgencySmart Features
- Popular features found in CRMCalendar ManagementCustomer Journey MappingEmail ManagementQuotes/EstimatesReporting/AnalyticsSales Pipeline ManagementSegmentationTask ManagementTerritory ManagementWorkflow Management
- More features of AgencySmartAccess Controls/PermissionsActivity DashboardActivity TrackingAgency CommissionAlerts/NotificationsAPIAudit TrailBilling & InvoicingCampaign ManagementCancellation TrackingClaims ManagementClaims TrackingClient ManagementClient PortalCommission CalculationsCommission CalculatorCommission ManagementCommission OverridesCommission Rules/ConditionsCommission SchedulingCommission StatementsCompensation ManagementCompliance ManagementConfigurable WorkflowContact DatabaseContact ManagementCustomer AccountsCustomizable BrandingCustomizable FieldsCustomizable FormsCustomizable ReportsCustomizable TemplatesData Import/ExportDispute ManagementDocument ManagementDocument StorageDocument TemplatesDrag & DropEmail MarketingEmail TemplatesFlat CommissionsForecastingForms ManagementInsurance Policy ManagementInsurance Policy ProcessingInteraction TrackingInvoice ManagementLead ManagementLife & HealthMarketing AutomationMobile AccessMonitoringPercentage CommissionsPipeline ManagementPolicy IssuancePolicy ManagementRating EngineReal-Time ReportingReal-Time UpdatesReferral TrackingRemindersRenewal ManagementReporting & StatisticsSales ReportsSearch/FilterSliding Scale CommissionsSplit CommissionsStatus TrackingTiered CommissionsUser Management
AgencySmart User Reviews
No Reviews Yet
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