AgencySmart, LLC
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Integrated CRM, Quoting & Proposal Generation, Mass Communications, Onboarding/Benefit Administration, Calculate & Pay Commissions
AgencySmart™ has been helping brokers and general agents manage their business since 1999. Our comprehensive cloud-based CRM, small group and individual quoting engine and commission tracking system is designed to let you have all your data on the go - on your laptop, tablet or smartphone. You can track client and prospect renewals, track service issues, enter and distribute commissions and a whol
🎉 We Have a Winner! 🎉
Congratulations to Jodi Wrublik for winning the AgencySmart license raffle! 🏆
Thank you to everyone who participated—Stay tuned for more exciting giveaways and updates. 🚀
02/14/2025
AgencySmart's MyBenefitLink has everything your agency needs when it comes to employee onboarding and online enrollment.
02/13/2025
🚨 Attention Insurance Agents! 🚨
With open enrollment in the rear view , it's the perfect time to evaluate your agency management system.
If you're using more than one system to run your agency, there's a better solution out there—most likely at a better price!
02/05/2025
AgencySmart has been named a multi-category leader for agency management software by G2 for the 4th year in a row! Reach out to us today to see why we're the best when it comes to ROI!
02/28/2024
Scan the QR code below to learn more about AgencySmart's all-in-one solution for brokers and general agencies!
08/02/2023
06/15/2023
AgencySmart has been named the top software for ROI as well as Most Implementable for Insurance Agency Management Solutions by G2!
Click the link below to schedule a demonstration and see for yourself!
04/20/2023
AgencySmart is excited to be attending the first annual NJ conference under the new NABIP name! Stop by our booth to learn about some of the new AgencySmart features!
04/18/2023
This week's AgencySmart Feature Highlight of the week is our Commissions Tracking functionality. Agents using AgencySmart can track and run custom commission reports for bonuses, splits, overrides & more without multiple points of data entry!
Contact us today to see why AgencySmart was just named "Easiest to Use" for Insurance Agency Management Systems by G2!
04/06/2023
AgencySmart has once again been named a G2 multi-category leader for benefit administration and insurance agency management solutions for the 9th quarter in a row!
Click the link below to schedule a demonstration and see why!
04/05/2023
This week's AgencySmart Feature Highlight of the week is our integrated CRM. Agents using AgencySmart can track just about any data in the system from client enrollments to dependents turning 26 and more!
Contact us today to see why AgencySmart was just named "Easiest to Use" for Insurance Agency Management Systems by G2!
03/29/2023
Why pay more for less? Contact AgencySmart today to learn why we're still the only true all-in-one Agency Management solution in the market!
Click here to claim your Sponsored Listing.
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Telephone
Website
Address
PO Box 791
Caldwell, NJ
07007
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |