AgencySmart pricing, reviews and more.
24 reviews
AgencySmart is cloud based, which means you have access to your client information from wherever you are, with any web connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing.
What tech stack does AgencySmart use?
WordPress
MySQL
PHP
UIKit
Vue.js
Element UI
Handlebars
Nginx
iubenda
Linkedin Insight Tag
Google Font API
jQuery Migrate
jQuery
Google Tag Manager
Google Analytics
Google Workspace
AgencySmart pricing plans
Basic Quoting
$49
Per User, Per Month
30-Day Free Trial Available
- 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
Per User, Per Month
30-Day Free Trial Available
- 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
Per User, Per Month
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
Enterprise & GA
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 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
Flat Fee Per Month
351-1,000 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
MyBenefitLink Enterprise
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