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!

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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

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