Last updated on
Company health
Ratings
AgencySmart description
AgencySmart is a cloud-based software solution for insurance agencies, brokers, and financial service providers. It helps manage client data, employee benefits, and insurance sales in one platform. AgencySmart aims to streamline operations, reduce manual tasks, and improve profitability for businesses in the insurance industry.
Who is AgencySmart best for
AgencySmart is a user-friendly cloud-based solution for small insurance agencies to manage client data, employee benefits, and insurance sales. Users praise its ease of use and excellent customer support. However, some find its CRM features limited and quoting tools require adjustments. Some manual data entry may be required.
-
Best for small insurance agencies seeking streamlined operations and improved profitability.
-
Ideal for insurance agencies, brokers, and financial service providers.
AgencySmart reviews
We've summarised 39 AgencySmart reviews (AgencySmart G2 reviews) and summarised the main points below.
- User-friendly and easy to navigate.
- Excellent customer support and training.
- Comprehensive quoting and proposal generation tools.
- Streamlines client information management and renewals.
- Robust commission tracking system.
- Not all plans are pre-populated in the system, requiring manual entry.
- Limited CRM features or integrations.
- Quoting features need adjustments for specific office needs.
- Limited functionality in Florida, lacking plan information and rate updates.
AgencySmart alternatives
Applied EpicBetter suited for larger enterprises. Has more momentum. Users report more robust reporting and integrations but slower performance and higher costs. An Applied Epic alternative.Read more
InsureEdgeBetter for larger insurance companies. Has more momentum. Caters to US insurance companies.Read more
EZLynxEZLynx has broader industry applicability but has declining employee growth. It also has more user reviews on Glassdoor, which highlight helpful text message alerts and a user-friendly interface, as well as more advanced features for quoting, messaging, and endorsements. However, some users report data transfer issues, inadequate support, and inflexible settings. It is a strong AgencySmart competitor and alternative.Read more
PerfectQuoteMore focused on group health insurance benefits for US brokers and general agents. Has less momentum.Read more
WOWS ESOPBetter for employee stock ownership plan (ESOP) management. More suitable for diverse industries like Healthcare, Finance, and Education. WOWS ESOP alternative for agencies seeking insurance solutions. Higher ratings and positive user reviews highlight ease of use and reporting capabilities. However, some users mention a learning curve and higher price point.Read more
AgencySmart FAQ
What is AgencySmart and what does AgencySmart do?
AgencySmart is a cloud-based platform designed for insurance agencies and financial service providers. It streamlines client data management, employee benefits administration, and insurance sales processes. AgencySmart helps improve operational efficiency and profitability for businesses in the insurance industry.
How does AgencySmart integrate with other tools?
There is no information available about AgencySmart's integrations with other tools. However, it's designed for insurance agencies, brokers, and financial service providers to manage client data, benefits, and sales in one platform.
What the main competitors of AgencySmart?
Alternatives to AgencySmart include Applied Epic, InsureEdge, EZLynx, and NextAgency. These platforms offer similar features for insurance agencies, brokers, and financial service providers, including client management, sales tools, and policy administration.
Is AgencySmart legit?
Yes, AgencySmart is a legitimate cloud-based software solution for insurance agencies and brokers. User reviews praise its ease of use and excellent customer support. While some features require manual entry and have limitations, it effectively streamlines client information management and renewals.
How much does AgencySmart cost?
I couldn't find pricing details for AgencySmart. For the most current pricing information, it is recommended to visit the vendor's website or contact their sales team directly.
Is AgencySmart customer service good?
AgencySmart's customer service receives positive feedback. Users praise the helpful and knowledgeable support team for their assistance with issues and training. The team's responsiveness and willingness to address user needs are also frequently highlighted.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.