AgencySmart is an all-in-one platform for insurance brokers and general agents to manage clients, policies, commissions, and onboarding in one place. While its interface can feel dated compared to newer SaaS tools, AgencySmart replaces scattered systems with a unified workflow that saves time and minimizes errors.
AgencySmart Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is AgencySmart?
Agencysmart is an all-in-one insurance agency management platform designed for brokers and general agents selling employee benefits, insurance, and financial products. It combines CRM, commission tracking, quoting, and onboarding into a single system. The tool helps reduce reliance on external integrations by offering built-in tools tailored to insurance workflows. With centralized data and simplified operations, AgencySmart software streamlines daily tasks and supports both individual and commercial insurance markets.
AgencySmart Pricing
The software provides four pricing plans:
- Basic Quoting: $60/user/month
- CRM with Commissions: $90/user/month
- Full Access: $120/user/month
- Enterprise & GA: Custom Pricing
Disclaimer: The pricing is subject to change.
AgencySmart Integrations
Who Is Agencysmart For?
The platform is ideal for wide range of industries and sectors, including:
- Retail insurance brokers
- Third-party administrators
- Consultant teams
- Customer support representatives
- Small to medium-sized agencies
Is AgencySmart Right For You?
AgencySmart is a suitable choice for insurance agencies seeking an integrated solution tailored to industry-specific needs. Its core strength lies in unifying CRM, commission tracking, and onboarding within a single platform. The tool eliminates the need for multiple disconnected tools and is suitable for organizations aiming to streamline operations, reduce administrative burdens, and maintain greater control over client and policy data.
Still not sure about AgencySmart? Contact our support team at (661) 384-7070 for more information.
AgencySmart Features
The tool provides a web-based portal where employees can complete benefits elections, view plan details, and submit supporting documentation. It is designed to simplify HR workflows and employee communication during the onboarding process.
See How It WorksAgencySmart supports ACA compliance by generating required IRS forms like 1094-B, 1095-B, 1094-C, and 1095-C. The module helps identify eligible employees and submit accurate employer-level reporting to meet federal requirements.
See How It WorksAgencySmart features a commissions tracking tool that automates commission calculations by linking policies to carrier payments and agent splits. It tracks payments by date, agent, and product type, reducing manual reconciliation and ensuring transparency in compensation reporting.
See How It WorksThe tool manages client information in one place, including contact details, group structures, and policy history. The system supports both individual and group clients, allowing efficient updates, document tracking, and lifecycle management of accounts.
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