AgencySmart

AgencySmart is an agency management system for insurance agencies, designed to help agents answer client questions, prioritise contact around policy renewals and track client activity from any web-connected device. Independent insurance agencies must manage large books of business, with many clients holding multiple policies across different carriers and renewal dates spread throughout the year. When this information is held in paper files or disconnected systems, agents struggle to respond quickly to enquiries and may miss renewal or cross-selling opportunities. AgencySmart addresses this with a cloud-based system that centralises client and policy information, with an approach geared towards making the agency more responsive and proactive, particularly around retention.

The system stores client profiles, contact details, policy information, coverage details, premiums and carrier data in one place, allowing staff to answer questions quickly while on the phone or away from the office. Renewal tracking highlights upcoming expirations, enabling agents to plan outreach, remarket policies and reduce lapses. Activity logs and notes record interactions with clients, and task management helps staff follow up on service requests, quotes and claims. Prospect management supports tracking of leads and quotes through the sales process, while reporting provides insight into the book of business, production, commissions and retention. Document storage allows agencies to attach policy documents, applications and correspondence to client records, reducing reliance on physical files. Because AgencySmart is web-based, agents can access it from desktops, tablets and phones, which is useful for meetings with clients and remote work. Security features such as user permissions help protect sensitive client information. AgencySmart is aimed at small and mid-sized independent insurance agencies handling property and casualty, life and health or commercial lines, particularly in the United States, as well as individual producers seeking an affordable alternative to more complex agency management platforms. Pricing starts from around USD 49 with a free trial available; there is no permanently free version.