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Agency Advantage Logo

Insurance agency software with comparative rating

Table of Contents

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Agency Advantage - 2026 Pricing, Features, Reviews & Alternatives

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Agency Advantage overview

What is Agency Advantage?

Agency Advantage is a web-based software designed to help insurance agencies create marketing campaigns, collect and save data using ACORD forms, and streamline communication with clients. It lets teams send text messages to individual clients and manage their trust accounts.

Key features of Agency Advantage include claims management, cancellation tracking, contact management, quotes/estimates, and document management. The platform enables users to scan photos, documents, and other items in customers' folders for easy retrieval in the future. The Follow Up Task Management module allows employees to streamline follow-up on letters, notes, change requests, and more.

Agency Advantage helps supervisors generate customizable reports and identify cross-sale opportunities. It facilitates integration with several third-party applications, such as Quickbooks to help manage operational accounts.

Starting price

99 /
per month

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Agency Advantage reviews

Overall rating

4.9

/5

27

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.67/10
Rating distribution

5

4

3

2

1

24

3

0

0

0

Pros
“With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better.”
VR

Virginia R.

President

“I love everything about agency advantage. Its easy to use and so easy to learn.”
AG

Ashlie G.

Manager

“I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.”
PT

Pam T.

Owner

Cons
“Just the lagging of the system and when the internet going slow.”
kg

kiesha g.

insurance agent

“I can not imagine what it might be missing or what there would be not to like.”
LS

Lori S.

PRESIDENT

“Can't think of anything I don't like. Everything is always working and almost never.”
Jz

Judy z.

manager

Who uses Agency Advantage?

Based on 27 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance

Use cases

Insurance
Insurance Policy

Agency Advantage's key features

Most critical features, based on insights from Agency Advantage users:

Commission management
Claims management
Insurance policy management
Contact management
Property & casualty
Document management

All Agency Advantage features

Features rating:

Billing & invoicing
Cancellation tracking
Claims tracking
Client management
Contact database
Forms management
Life & health
Policy management
Quotes/Estimates
Reinstatement tracking
Reminders
Renewal management
Status tracking
Task management

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Agency Advantage pricing

Value for money rating:

Starting from

99

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Agency Advantage price and value

Value for money rating:

To see what individual users think of Agency Advantage's price and value, check out the review snippets below.

“With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better.”
VR

Virginia R.

President

“I love everything about agency advantage. Its easy to use and so easy to learn.”
AG

Ashlie G.

Manager

Agency Advantage integrations (2)

Agency Advantage support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Training options

Documentation
Webinars
Live Online

Agency Advantage FAQs

Q. What type of pricing plans does Agency Advantage offer?

Agency Advantage has the following pricing plans:
Starting from: $99.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of Agency Advantage?

Agency Advantage has the following typical customers:
Freelancers, Small Business


Q. What languages does Agency Advantage support?

Agency Advantage supports the following languages:
English


Q. Does Agency Advantage offer an API?

No, Agency Advantage does not have an API available.

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