An organized, reliable tracking system is key to effectively manage your prospect and client relationships. AgencyWare manages the entire sales cycle through its integrated sales, service and commission tracking web-based software.

Here is what the broker gets with AgencyWare:

  • An organized and reliable tracking system for managing prospect and client relationships.
  • Automatically issue RFPs to multiple carriers for plans that meet the Employer's needs and select responses that meet those needs.
  • Produce detailed plan comparisons for evaluation and selection by the employer.
  • Integrates with CommissionsDue, a nationwide commissions tracking system used by thousands of brokers. Reconcile commission payments from insurance carriers, manage producer payouts and track production.
  • Integration with Microsoft Outlook to track all client/carrier/policy histories and interactions.
  • Customer Issue Tracking

Here is what the Employer gets with AgencyWare

  • Detailed plan Comparisons for evaluation and selection by the Employer.
  • Seamless, automatic integration of selected plans into Benergy4 and Enrollment eliminating paperwork and data entry by HR.
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Contact information

To schedule a live demonstration or request any other information about the platform, please contact us or simply complete the contact form.
Address : 1 Ebix Way, Johns Creek, GA 30097
Toll Free : (800) 872-7848
Email : EbixBenefitsAdmin@ebix.com


"Companies need a new approach - one that builds on the foundation of culture and engagement to focus on the employee experience holistically, considering all the contributors to worker satisfaction, engagement, wellness and alignment."

Principal & Founder, Bersin by Deloitte