Agencysmart Com — CRM

What is AgencySmart?

AgencySmart is a cloud-based SaaS platform designed for insurance agencies. It combines CRM, quote generation, commission accounting, and online enrollment into one integrated system, eliminating the need for multiple disconnected tools.

Who is it for?

It's built for insurance agents, brokers, and general agencies that need to manage clients, policies, renewals, and benefits administration. It's ideal for small to mid-sized groups, especially those offering medical, dental, and vision plans. It may not be suitable for agencies not focused on employee benefits or those needing advanced HR features beyond onboarding.

Key capabilities

The platform includes a built-in CRM to track clients and prospects, a quoting engine with carrier plan designs and SBCs, commission tracking, and an employee self-service portal called MyBenefitLink. This allows agents to enter data once and use it across all functions, saving time and reducing errors.

Real use cases

An agency can use AgencySmart to manage renewals, generate quotes, track commissions, and onboard new employees—all in one place. For example, during open enrollment, employees can log in to view benefits, enroll, and complete onboarding forms digitally, while brokers track progress and compliance.

• Integrated CRM — Track clients, prospects, renewals, and service issues in one place, eliminating duplicate data entry.
• Quote Generation — Generate quotes for small group medical, dental, and vision plans with carrier plan designs and SBCs.
• Commission Accounting — Track and pay commissions, overrides, and bonuses accurately with full commission accounting.
• Online Enrollment — Employees can enroll electronically, reducing paper forms and errors, creating digital files.
• Employee Self-Management — Provide onboarding, HR tools, and reports to employees via MyBenefitLink.
• Cross-Platform Support — Access data on laptops, tablets, and smartphones.
• Renewal Notifications — Stay on top of client and prospect renewals with always-in-view alerts.

Tarifs de Agencysmart Com : from $60/user/mo.

À titre de comparaison : le prix de départ médian dans CRM est de $39.45/mois, mesuré sur 114 outils que nous suivons. Voir le SaaS Pricing Index complet →

Basic Quoting — $60/user/month

Includes unlimited quotes, renewal notification dashboard, carrier plan designs & SBCs, census import/export, HRA funding analysis, full commission accounting, comprehensive reporting, custom plan selection & enrollment forms, compensation statements, mass email & communications portal, GA agency tracking, track books of business by producer, track producer’s license, E&O, CE & NPN.

CRM with Commissions — $90/user/month

Includes everything in Basic Quoting, plus CRM functionality for tracking clients, prospects, and interactions.

Full Access — $120/user/month

Includes all features from previous tiers, plus online enrollment and employee self-service via MyBenefitLink.

Enterprise & GA — Custom pricing

Tailored for larger organizations with advanced needs. Contact for a quote.

All plans include a 30-day free trial, web-based training, dedicated customer support, 99.9% uptime, daily backups, and 256-bit security (HIPAA compliant).

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