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About

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

About

Retain, Recruit and Grow your business. With HQ, combining CRM and your business data we enable you to track: Retain existing adivisors and mitigate attrition and risk by keeping a finger on the pulse of existing advisors. Recruit: Nurture new premium from your hottest prospects and experience a 20-50% increase reach. Grow: Dashboards make it easy to see what you need to do and when you need to do it. We make sure you hit the most important things advisors care about. Commissions, Case Management, Contracting & Licensing, Imaging and Marketing all in one system makes operations a breeze. With HQ, you don't have to be a Computer Scientist to understand your business data. You used to have to depend on experience or guts. Now you can use HQ analytics to uncover hidden correlations and new opportunities and give you confidence on making recommendations for the best course of action. In short, HQ helps you make smarter decisions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses, brands and companies interested in a customer relationship management solution to improve their services

Audience

Agencies looking for an insurance software that supports sales, operations and advisors management

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version
Free Trial

Pricing

$100 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

OneHQ
Founded: 2010
United States
onehq.com/index

Alternatives

Alternatives

iNube

iNube

iNube Software Solutions
my insurer

my insurer

Stark Group
BrokerEngage

BrokerEngage

Benefitalign

Categories

Categories

Integrations

Evergreen

Integrations

Evergreen
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim OneHQ and update features and information
Claim OneHQ and update features and information