Principal Products Are Now on AgencySmart

FAIRFIELD, N.J., March 23, 2020 (Newswire.com) - AgencySmart, LLC announces its new partnership with Principal. The partnership will bring benefits brokers easy access to Principal’s products through AgencySmart’s cloud-based software. AgencySmart users can now easily quote Principal small group dental and vision plans in real-time through the software and generate a presentation-ready quote instantly.

“AgencySmart is thrilled to become one of Principal’s technology vendors,” said Dan Ritter, Managing Partner. “With our partnership with Principal, we have the capacity to better serve our existing brokers better and faster.”  

Some of the benefits of Principal taking part in the AgencySmart platform are:

·         Brokers can instantly get a quote for Principal products in just a few easy clicks

·         Quotes come with a detailed plan design for all plans selected

·         Easy and consolidated management, tracking and reporting for all broker groups

AgencySmart is a resource for brokers looking to bring their Customer Relationship Manager (CRM), quote generation tools, online enrollment and commissions management tools into a simple and single software tool.

 

About Principal: 

Principal helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible. To find out more, visit us at www.principal.com.

Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

About AgencySmart: AgencySmart is an “all-in-one,” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services, and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. By combining CRM, Commission Tracking, Quoting, and On-boarding/Benefit Administration technologies, AgencySmart solves the problem of using multiple systems to manage your business.

Source: AgencySmart