You already work hard...
It's time to work smart... AgencySmart!
Never Lose Track of Your ClientsAgencySmart shows you which client renewals are coming up, what clients are in the process of quoting or underwriting, which clients are not paying their premiums, which claim issues need to be addressed immediately. This information is always just one click away.
The Most Important Information is Always Right at Your FingertipsThe information on your client renewals, prospect renewals, outstanding customer service issues is always right in front of your eyes, so you never lose track of the crucial information.
Access From AnywhereWith 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 it from your house, or hotel room while you are on a business trip--all you need is an Internet connection.
Comprehensive "All-in-one" PackageAgencySmart combines several modules into one package, so you don't have to enter the same information in several different places. In addition to keeping records of your existing clients, the system allows you to keep track of prospects, additional contacts (advisors, GA's, sub-producers, etc.), commissions, customer service issues, your CSRs performance, and many others.
Reduce Your OverheadAgencySmart facilitates the flow of information and reduces the amount of paperwork.