Last Updated
Overview
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.
Overall Rating
Based on 5 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
MyBenefitLink
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.
ACA Reporting
AgencySmart 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.
Commissions Tracking
AgencySmart 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.
Client Management
The 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.
Pros And Cons of AgencySmart
Pros
Easily streamlines quoting and onboarding workflows
Provides comprehensive reporting tools
A responsive customer support team is available to resolve all queries and problems
Cons
Limited pre-loaded plan options
Lacks advanced customization options with the management system
AgencySmart Reviews
Total 5 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Streamlines daily dealership tasks”
Pros
Finding plans and checking rates is pretty easy now and I really appreciate how simple the quoting process is. Also the benefit summaries are easy to locate too which saves me a lot of time.
Cons
One thing I noticed is that finding quotes for individual employees in multi-plan groups requires removing other employees which adds unnecessary extra steps to the process.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Small Business, 11-50 employees
“Proven really helpful for our team”
Pros
I find the interface really simple and getting around is easy too.
Cons
We have to manually enter some plans since they are not all included in the system.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Small Business, 11-50 employees
“Great Support and Team Experience”
Pros
The support team has been very supportive whenever my team needs help with issues or just wants training on how to use the platform.
Cons
I have not run into any problems with it so far. The team consistently gives positive feedback about there experience using it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What language does AgencySmart support?
AgencySmart only supports the English language.
Does AgencySmart have a mobile app?
No, AgencySmart does not offer a dedicated mobile app.
Who are the typical users of AgencySmart?
Typical users include general agents, TPAs, and insurance brokers managing employee benefits, group and individual insurance, and related services.
What other apps does AgencySmart integrate with?
The vendor has not disclosed any information related to its third-party integrations.
What level of support does AgencySmart offer?
AgencySmart offers phone and email support, onboarding assistance, training resources, and account management for its users.
Does AgencySmart offer an API?
No, AgencySmart does not offer an API.
What types of pricing plans does AgencySmart offer?
AgencySmart price is categorized into four pricing plans: Basic Quoting at $60/user/month, CRM with Commissions at $90/user/month, Full Access at $120/user/month, and Enterprise & GA at custom pricing. Obtain a tailor-made AgencySmart cost estimate specific to your needs.Disclaimer: The pricing is subject to change.