AgencySmart

Work Smart.. Agency Smart

About

All-in-one solution for CRM (Customer Relationship Management), quotes, commissions, online registration and insurance integration needs.

Activity tracking

Audit Management

Benefits Management

Billing

Commission rules and conditions

Commission Statements

Commission Waivers

Complaint tracking

Contact Management

Document Management

Email Management

Flat Commissions

Insurance Ranking

Lead audit

Level Commissions

Percentage Commissions

Quotes

Renewals Management

Reporting and analysis

Sales Pipeline Management

Scoring Engine

Segmentation

Self-service portal

Sliding Commissions

Split Commissions

Strategy issuance

Strategy Management

Task Management

Territory Management

Underwriting Management

Workflow Management

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