Name: Online Enrollment Feature Walkthrough
Uploaded: 2020-11-10T15:31:57.000Z
Duration: 4 min 16 s
Description: Online Enrollment Feature Walkthrough

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Kubernetes Monitoring

Software Repositories

WebOps

Development

Academic Advising

Classroom Management

Education

Business Intelligence (BI)

Collaboration

File Sharing

Workspace Planning

Enterprise

Accounting

Invoicing

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Configuration Management Databases

Content Delivery Networks (CDN)

Data Collaboration

Data Observability

Database Load Balancing

Disaster Recovery as a Service (DRaaS)

Enterprise Architecture Management

Fraud Detection

IT Operations Analytics

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet Security

MLOps

Network Monitoring

Network Performance Monitoring

Release Management

SOA Application Gateways

Secret Managers

Technology Scouting Software

Threat Intelligence

WiFi Hotspot

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Asset Management

Digital Content Creation

Email Marketing

Landing Page

Marketing Automation

Online Proofing

Retail Media Advertising

Search Engine Marketing (SEM)

Social Media Management

Social Media Marketing

Survey & Forms Building

Swag Management

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Video Surveillance

Security

Oil and Gas

Real Estate

Vertical-Specific

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### Client Management
Users consistently highlight AgencySmart's client management as a standout feature, emphasizing its ability to streamline client interactions and enhance communication. The platform's intuitive design and centralized client information storage have garnered praise for simplifying client record-keeping and facilitating efficient client service. While some users have raised concerns about email storage limitations within client files, overall feedback underscores AgencySmart's effectiveness in managing client relationships and improving client communication processes.

### Client Communication
Users seem divided on AgencySmart's email capabilities. While some appreciate the comprehensive features that allow for mass email communication with clients and prospects, others express concerns about the limitations in storing sent emails within client files. The platform's ability to streamline client communication processes is acknowledged, but there are suggestions for improvements in individual agent email libraries to enhance user experience.

### Reporting and Analytics
Users consistently praise AgencySmart's robust reporting capabilities and customizable analytics features. The reports generated for quotes are particularly lauded for their clarity and professional appearance, with the added benefit of easy customization in Excel format. Additionally, the system's ability to generate rate reports and link to SBCs has been highlighted as a valuable asset by users. The reporting and analytics functions, especially for renewals, along with built-in census templates, are cited as key strengths of AgencySmart according to user feedback.

### Data Integration and Management
Users appreciate AgencySmart's ability to streamline data entry processes and eliminate the need for multiple software programs. The platform's cloud-based nature allows for easy access to up-to-date client databases, enhancing productivity and growth opportunities for agencies. While some users have concerns about data entry challenges, overall, AgencySmart's data integration and management capabilities receive positive feedback for their efficiency and support services.

### Broker Tools
Users unanimously praise AgencySmart's broker tools capabilities. The system's user-friendly interface and comprehensive features have significantly enhanced efficiency in quoting, renewals, and commission processes. However, there is a concern among users that as more brokers and agencies adopt the product, its competitive advantage may diminish. Despite this apprehension, the overall consensus remains highly positive regarding the effectiveness and value of AgencySmart's broker tools.

### Insurance Products and Plans
Users consistently highlight AgencySmart's insurance products and plans capabilities as a standout feature, with many praising the ease of entering and locating information within the system. The ability to quote health insurance plans effortlessly and efficiently is a key advantage noted by users. While some users mention a learning curve, the overall sentiment leans towards the system's effectiveness in handling group and individual insurance needs. Additionally, the system's ability to streamline enrollment changes and plan renewals is commended, contributing to a smoother operational process for users.

Cons:

1. Limited CRM-like features or integrations: Some users have mentioned that AgencySmart could benefit from more CRM-like features or integrations to enhance its functionality and streamline their workflow.
2. Quoting feature needs improvement: Several reviewers have expressed their opinion that the quoting feature in AgencySmart needs to be tweaked in order to better suit their office's specific needs, suggesting a need for customization options.
3. Missing carriers and incomplete dental plans: A few users have pointed out that some carriers are missing from AgencySmart's offerings, while others mention that the dental plans in the system are not fully loaded. This can limit the options available to agents and may require manual workarounds.

AgencySmart solves a variety of business problems for users, making it an invaluable tool for insurance agencies. With the ability to easily access necessary account information and quickly answer client questions, users can enhance customer service and improve overall efficiency. The software's renewal features enable accurate benefits comparisons and streamline the quoting process, allowing users to provide comprehensive proposals in a timely manner. Benefit statements provided by AgencySmart are helpful for clients, while the record-keeping functions reduce paper storage needs and provide immediate access, particularly beneficial for remote workdays. Moreover, the software's one-stop solution keeps client information secure and provides same-day data on underwriting and service issues. Users appreciate its ease of use, cloud-based capabilities, and ability to handle multiple tasks, making transactions possible from anywhere in the world. Overall, AgencySmart maximizes time and efficiency in quoting, enrollment tracking, commission management, and business analytics, making it a valuable asset for insurance professionals.

AgencySmart is a brokerage software specialist headquartered in Fairfield, New Jersey, helping brokers and general agents with their eponymous cloud-based CRM, small group and individual quoting engine and commission tracking system that is accessible from a laptop, tablet or smartphone. Users can track client and prospect renewals, track service issues, enter and distribute commissions with AgencySmart.

Basic Quoting

CRM with Commissions

Full Access

Enterprise & GA

Starter

Professional

Unlimited

Agentforce 1 Sales

ActiveCampaign is presented as an AI-first marketing platform for marketers, agencies, and entrepreneurs. It uses Active Intelligence for goal-aware automation and personalized experiences across email, SMS, and WhatsApp. ActiveCampaign integrates with 950+ apps and generates insights to optimize every workflow.

Plus

ActiveCampaign

AgencySmart

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

AgencySmart, LLC

AgencySmart Overview

0:00 - General Layout
1:50 - Search
2:40 - Clients
10:20 - Commissions
11:30 - Reports
13:25 - Communications
14:20 - MyBenefitLink

Key Features In AgencySmart's Quote Engine

Client Setup Wizard Feature

We understand that not everyone is tech-savvy and implementing new software features for your clients can be overwhelming. 

That's why we added the Client Setup Wizard to help users configure administrator access, verify employee data and make any necessary changes to enrollment forms they wish to provide their clients.

Online Enrollment Feature Walkthrough

With AgencySmart users can enroll in benefit plans in under 2 minutes! Administrators have full visibility into the enrollment status of those under them and users can easily make changes to their beneficiaries/dependents with a few clicks.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.