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What is AgencySmart?

AgencySmart is a promising software system that ranks 67 among all Insurance Software according to our research analysts. Starting from $49, AgencySmart is priced a notch under most others, commonly offers a free trial and is most fitting for companies on the small or medium side. AgencySmart can be deployed in the cloud and on-premise and is accessible from a fewer number of platforms including Windows and Linux devices. Similar alternatives to AgencySmart include Insly, Indio and NextAgency.
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#715

AgencySmart is ranked #715 in the Distribution CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

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AgencySmart Pricing

Based on our most recent analysis, AgencySmart pricing starts at $49.

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Starting From
$49
Pricing Model
Still gathering data
Free Trial
Yes, Request for Free

Training Resources

AgencySmart is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for AgencySmart:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Key Features

  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agency Commission
  • Alerts/Notifications
  • API
  • Audit Trail
  • Billing & Invoicing
  • Calendar Management
  • Calendar/Reminder System
  • 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
  • CRM
  • Customer Accounts
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Dispute Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Flat Commissions
  • Forecasting
  • Forms Management
  • General Ledger
  • Insurance Policy Management
  • Interaction Tracking
  • Lead Management
  • Life & Health
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Opportunity Management
  • Percentage Commissions
  • Pipeline Management
  • Planning Tools
  • Policy Generation
  • Policy Issuance
  • Policy Management
  • Policy Processing
  • Project Management
  • Quotes/Estimates
  • Rating Engine
  • Real Time Reporting
  • Real-time Updates
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Secure Login
  • Sliding Scale Commissions
  • Split Commissions
  • Status Tracking
  • Task Management
  • Territory Management
  • Tiered Commissions
  • User Management
  • Workflow Management

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