Overview
AgencyHR helps insurance agencies simplify team management with automated administrative workflows, task tracking, and employee management tools. While some customizations may require effort, its focused feature set ensures streamlined operations and improved productivity. Overall, it is a practical solution for agencies looking to save time and focus on growth.
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Starting Price
Custom
AgencyHR Specifications
Employee Onboarding
Time And Attendance Tracking
Leave Management
Employee Database Management
What Is AgencyHR?
AgencyHR, part of AgencyZoom, is a cloud-based team management suite built specifically for insurance agencies. It replaces spreadsheets and manual processes with an all-in-one platform that simplifies HR tasks, safeguards compliance, and keeps employee information centralized. The software combines powerful features like a robust PTO manager with automated accruals, a full-featured time clock with location controls, and tools to record call-offs or tardiness.
Agency owners can also broadcast internal communications, track read receipts, and maintain a paperless HR document library, all in one secure system.
AgencyHR Pricing
Disclaimer: The pricing is subject to change.
AgencyHR Integrations
The software integrates with several platforms and services, such as:
Who Is AgencyHR For?
The software is tailored specifically for independent insurance agencies. It is typically used by:
- Agency owners
- Office managers
- Insurance agents
Is AgencyHR Right For You?
If you run an insurance agency and find yourself bogged down by manual HR tasks, AgencyHR is built with your needs in mind. The platform centralizes employee records, automates PTO tracking, and provides an easy-to-use time clock, helping you stay compliant without the hassle of spreadsheets. It’s a reliable choice for agency owners and managers who want to simplify operations while reducing compliance risks.
Still unsure whether AgencyHR software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
AgencyHR Features
The time off management feature facilitates the creation of custom policies and accrual rules. Employees submit time off requests directly through the system for manager approval or denial. The platform automatically records all request statuses on a shared team calendar.
AgencyHR provides a secure way to document critical HR events such as employee evaluations, performance reviews, policy violations, pay-related conversations, or even positive recognitions. The system keeps a detailed history of all events in one central repository, ensuring you have accurate records when you need them most.
The broadcast feature allows you to send critical messages and documents that require acknowledgment from your team. Each employee's acknowledgment is automatically logged into their personal HR folder for a permanent record. This ensures that every team member has confirmed their receipt of vital information.
AgencyHR includes a simple, built-in time clock for hourly employees to clock in, clock out, and take breaks. Managers can view detailed timesheets and reporting, with alerts when employees are approaching overtime. The time clock is integrated with AgencyZoom’s compensation calculator, so payroll is automated with accurate hourly pay calculations based on recorded hours.
