AgencySmart, LLC

AgencySmart, LLC 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

e lot more with AgencySmart™. MyBenefitLink™ is our comprehensive cloud-based on-boarding and benefit enrollment solution that's been helping brokers and general agents compete in the new world of technology. MyBenefitLink™ is designed to help you compete and WIN against other technology firms in your marketplace. MyBenefitLink™ is easy to setup and easy to use. You already work hard... It's time to work smart... AgencySmart!

03/14/2025

🎉 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. 🚀

AgencySmart's MyBenefitLink has everything your agency needs when it comes to employee onboarding and online enrollment....
02/14/2025

AgencySmart's MyBenefitLink has everything your agency needs when it comes to employee onboarding and online enrollment.

🚨 Attention Insurance Agents! 🚨With open enrollment in the rear view , it's the perfect time to evaluate your agency man...
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!

AgencySmart has been named a multi-category leader for agency management software by G2 for the 4th year in a row! Reach...
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!

Scan the QR code below to learn more about AgencySmart's all-in-one solution for brokers and general agencies!
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
AgencySmart has been named the top software for ROI as well as Most Implementable for Insurance Agency Management Soluti...
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!

AgencySmart is excited to be attending the first annual NJ conference under the new NABIP name! Stop by our booth to lea...
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!

This week's AgencySmart Feature Highlight of the week is our Commissions Tracking functionality. Agents using AgencySmar...
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!

AgencySmart has once again been named a G2 multi-category leader for benefit administration and insurance agency managem...
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!

This week's AgencySmart Feature Highlight of the week is our integrated CRM. Agents using AgencySmart can track just abo...
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!

Why pay more for less? Contact AgencySmart today to learn why we're still the only true all-in-one Agency Management sol...
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!

Address

PO Box 791
Caldwell, NJ
07007

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18887785423

Website

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