AgencySmart
4.7
34
AgencySmart is a cloud-based solution for general agents and retail brokers that offers an all-in-one platform for managing employee benefits, insurance products, financial services, payroll, HR, and consulting. It aims to save time, reduce labor costs, and increase efficiency for agencies.
Strengths
-
Customizable
Allows for tailored solutions to meet specific agency needs
-
Automated
Automates many agency processes, saving time and increasing efficiency
-
Integrated
Integrates with other software and tools commonly used by agencies
Weaknesses
-
Cost
May be expensive for smaller agencies or those on a tight budget
-
Learning Curve
May take time for employees to learn and adapt to the new software
-
Dependence
Agencies may become too dependent on the software, making it difficult to switch to other solutions
Opportunities
- Opportunity to expand into new markets or offer new services with the help of the software
- Opportunity to form partnerships with other software providers or agencies to offer bundled solutions
- Opportunity to offer customization services to other agencies using the software
Threats
- Competition from other agency software providers
- Potential security risks associated with storing sensitive agency data in the software
- Potential changes in regulations or laws that may impact the use or functionality of the software
Ask anything of AgencySmart with Workflos AI Assistant
http://www.AgencySmart.com
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?
Sign up for free
Media
AgencySmart Plan
AgencySmart offers three pricing plans: Basic for $49/month, Pro for $99/month, and Enterprise for $199/month, each with increasing features.
Basic Quoting
49
30-Day Free Trial Available
($44 for NAHU Members)
Unlimited Quotes
Renewal Notification Dashboard
Carrier Plan Designs & SBCs
Census Import & Export
HRA Funding Analysis
GA Agency Tracking
Track Books of Business by Producer
CRM with Commissions
75
30-Day Free Trial Available ($65 for NAHU Members)
Renewal Notification Dashboard
Carrier Plan Designs & SBCs
Census Import & Export
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
Full Access
99
30-Day Free Trial Available ($84 for NAHU Members)
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
Enterprise & GA
Inquire
Call For A Quote
30-Day Free Trial Available
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
MyBenefitLink LITE Starter
15
Per Client, Per Month
1-25 Clients
ONLINE ENROLLMENT
24 x 7 Employee Access to View Benefits
Access by Employee Class
Carrier Specific and Custom Enrollment Spreadsheet
Links to Carrier Provider Directories
Unlimited Document Storage
Broker and Employer Message Boards
MyBenefitLink LITE Pro
350
Flat Fee Per Month
26-100 Clients
ONLINE ENROLLMENT
24 x 7 Employee Access to View Benefits
Access by Employee Class
Carrier Specific and Custom Enrollment Spreadsheet
Links to Carrier Provider Directories
Unlimited Document Storage
Broker and Employer Message Boards
MyBenefitLink LITE Enterprise
Call
Call For a Quote
100+ Clients
ONLINE ENROLLMENT
24 x 7 Employee Access to View Benefits
Access by Employee Class
Carrier Specific and Custom Enrollment Spreadsheet
Links to Carrier Provider Directories
Unlimited Document Storage
Broker and Employer Message Boards
MyBenefitLink Starter
1
Per Employee, Per Month
1-350 Employees
ONLINE ENROLLMENT
24 x 7 Employee Access to View Benefits
Individual Access
Carrier Specific and Custom Enrollment Spreadsheet
Links to Carrier Provider Directories
Unlimited Document Storage
Broker and Employer Message Boards
Open-Enrollment & New Hires, Qualifying Events, Changes and Terminations
Enrollment Tracking Dashboard
Enrollment Alerts and Reminders
Auto-Fill Forms With Signature
Create Polls to Measure Engagement
Comprehensive Reporting & Analytics
Broker Product Cross-Sell Web Page
- ONBOARDING FEATURES -
New Hire Documents I-9, W-4, Direct Deposit
Create and Send Offer Letters
Employee Information Dashboard
Unlimited Custom Onboard Tasks
MyBenefitLink Pro
350
351-1,000 Employees ($325 for NAHU Members)
ONLINE ENROLLMENT
24 x 7 Employee Access to View Benefits
Individual Access
Carrier Specific and Custom Enrollment Spreadsheet
Links to Carrier Provider Directories
Unlimited Document Storage
Broker and Employer Message Boards
Open-Enrollment & New Hires, Qualifying Events, Changes and Terminations
Enrollment Tracking Dashboard
Enrollment Alerts and Reminders
Auto-Fill Forms With Signature
Create Polls to Measure Engagement
Comprehensive Reporting & Analytics
Broker Product Cross-Sell Web Page
- ONBOARDING FEATURES -
New Hire Documents I-9, W-4, Direct Deposit
Create and Send Offer Letters
Employee Information Dashboard
Unlimited Custom Onboard Tasks
MyBenefitLink Enterprise
Call
Call For a Quote
1,000+ Employees
ONLINE ENROLLMENT
24 x 7 Employee Access to View Benefits
Individual Access
Carrier Specific and Custom Enrollment Spreadsheet
Links to Carrier Provider Directories
Unlimited Document Storage
Broker and Employer Message Boards
Open-Enrollment & New Hires, Qualifying Events, Changes and Terminations
Enrollment Tracking Dashboard
Enrollment Alerts and Reminders
Auto-Fill Forms With Signature
Create Polls to Measure Engagement
Comprehensive Reporting & Analytics
Broker Product Cross-Sell Web Page
-ONBOARDING FEATURES-
New Hire Documents I-9, W-4, Direct Deposit
Create and Send Offer Letters
Employee Information Dashboard
Unlimited Custom Onboard Tasks
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
