CRM service for brokers

Contact our office today to set up access to our state-of-the-art CRM solution through AgencySmart.

 

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AgencySmart CRM Service

Cloud-Based CRM Service

From Prospecting, to Quoting, to Enrolling… All With One Entry Point!

AgencySmart is a comprehensive, cloud-based CRM (customer relationship management) solution designed to help your agency manage your book of business. It combines several modules into one package so you don’t have to enter the same information in several places. In addition to keeping records of your existing clients, the system allows you, as the Broker, to keep track of prospects, add contacts, see commissions, review customer service logs, etc.

With AgencySmart you can track:

  • Client and Prospects Renewals
  • Service Issues updated by your GA
  • Enrollments, Terminations and Changes attached by your GA
  • Agent Commission Statements
  • Group Benefit Descriptions
  • Forms & SBC’s
  • Quoting Options

AgencySmart shows you which client renewals are coming up, what clients are in the process of quoting or underwriting, and which claim issues need to be addressed immediately. The information on your client’s renewals, prospect renewals and outstanding customer service issues is always right in front of your eyes, so you never lose track of that crucial information!

With AgencySmart, you can work from anywhere in the world! You don’t have to be in the office to use the system!

You can access AgencySmart from your home, or your hotel while on a business trip – all you need is an internet connection!

Contact Kim Simpson at kim@walshbenefits.com to set up your account today!


AgencySmart Informational Downloads