AgencySmart has been helping brokers and general agents manage their businesses. It streamlines operations by cutting down on paperwork and unnecessary steps.
The use of a single integrated system eliminates the possibility of typos as well as inconsistencies in name rules between different systems. Entering client information only needs to be done once in order to finish all four processes, which include tracking policies and renewals, quoting new plans and products, posting and paying commissions, and moving all of this information out to the platform used for onboarding and benefits enrollment. Because there is only one system that is interconnected, there is no need to worry about inconsistencies in naming standards or typos occurring between systems.
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