AgencySmart
AgencySmart is a comprehensive cloud-based CRM solution designed to help you manage your agency. With AgencySmart you can track:
- client and prospects renewals
- service issues
- enrollments, terminations and changes
- commissions
- ...and a whole lot more!
MyBenefitLink
MyBenefitLink is an online resource center for a company's employees. It serves as the Internet HR arm and provides the following advantages:
- Online enrollments
- Paperless onboarding process
- HR tools and reports
- List of all benefits available to the employee of the company
- Links to carrier forms, doctor directories and formulary drug lists
- Useful financial calculators