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AgencySmart Logo

Work Smart...AgencySmart!

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AgencySmart - 2026 Pricing, Features, Reviews & Alternatives

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AgencySmart overview

What is AgencySmart?

AgencySmart is the ultimate solution for insurance agents to manage all aspects of their businesses. The solution offers a comprehensive system of sales tools including a customer service platform that streamlines communication between the broker and their customer while automating several critical business processes.

The solution provides agents with access to all of the features they need to run their agency and grow their business. From implementation to invoice management and marketing automation, AgencySmart is a complete end-to-end solution that empowers your agency and makes it easy for you to run your business.

Key benefits of using AgencySmart

- Avoid the complexities of generating quotes from insurance providers. Input the client information and the quote is provided in real-time.
- Our integrated system means you can easily track and
pay commissions, overrides and bonuses quickly
and accurately.
- Save time by eliminating paper forms, reducing errors, and creating digital employee files for you and your groups
- Enroll employees in benefits in under 2 minutes
- Onboard new employees in just 95 seconds!

Starting price

49per user /
per month

Alternatives

with better value for money

AgencySmart’s user interface

Ease of use rating:

AgencySmart reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

5

4

3

2

1

0

0

0

0

0

AgencySmart's features

Access controls/permissions
Activity dashboard
Activity tracking
Agency commission
Alerts/Notifications
API
Audit trail
Billing & invoicing
Calendar management
Campaign management
Cancellation tracking
Claims management
Claims tracking
Client management
Client portal
Commission calculations
Commission calculator
Commission management
Commission overrides
Commission rules/conditions
Commission scheduling
Commission statements
Compensation management
Compliance management
Configurable workflow
Contact database
Contact management
Customer accounts
Customizable branding
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Data import/export
Dispute management
Document management
Document storage
Document templates
Drag & drop
Email management
Email marketing
Email templates
Flat commissions
Forecasting
Forms management
Insurance policy management
Insurance policy processing
Interaction tracking
Invoice management
Lead management
Life & health
Marketing automation
Mobile access
Monitoring
Percentage commissions
Pipeline management
Policy issuance
Policy management
Quotes/Estimates
Rating engine
Real-Time reporting
Real-Time updates
Referral tracking
Reminders
Renewal management
Reporting & statistics
Sales pipeline management
Sales reports
Search/Filter
Sliding scale commissions
Split commissions
Status tracking
Task management
Territory management
Tiered commissions
User management
Workflow management

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Free trial
Free version
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Customer Support

AgencySmart pricing

Value for money rating:

Starting from

49

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about AgencySmart price and value

Value for money rating:

AgencySmart support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Phone Support
Knowledge Base

Training options

In Person
Live Online
Webinars
Documentation
Videos

AgencySmart FAQs

Q. What type of pricing plans does AgencySmart offer?

AgencySmart has the following pricing plans:
Starting from: $49.00/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of AgencySmart?

AgencySmart has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does AgencySmart support?

AgencySmart supports the following languages:
English


Q. Does AgencySmart support mobile devices?

AgencySmart supports the following devices:
Android, iPad, iPhone


Q. Does AgencySmart offer an API?

No, AgencySmart does not have an API available.


Q. What level of support does AgencySmart offer?

AgencySmart offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support, Knowledge Base

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