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AgencySmart
Work Smart...AgencySmart!
Last updated: March 2026
AgencySmart Alternatives & Competitors (2026)
Top 2 free alternatives
NextAgency
Agency management software for life & health agencies.
Value for money
Starting price
Functionality
API
5/5
Calendar Management
5/5
Calendar Sync
5/5
Top Features
Audit Trail
N/A
Billing & Invoicing
N/A
Campaign Management
N/A
A1 Tracker
Enterprise risk management software
Value for money
Starting price
Functionality
Access Controls/Permissions
5/5
Activity Dashboard
5/5
Activity Tracking
5/5
Top Features
Agency Commission
N/A
API
N/A
Audit Trail
N/A
Jenesis Software
Insurance agency management solution
Value for money
Starting price
Functionality
Access Controls/Permissions
5/5
Alerts/Notifications
5/5
Billing & Invoicing
5/5
Top Features
Agency Commission
N/A
API
N/A
Campaign Management
N/A
EngageBay CRM
Integrated sales & marketing software for growing teams
Value for money
Starting price
Functionality
A/B Testing
5/5
Activity Tracking
5/5
Alerts/Notifications
4.8/5
Top Features
Agency Commission
N/A
Audit Trail
N/A
Billing & Invoicing
N/A
AgencyBloc AMS+
The #1 Recommended Insurance Industry Growth Platform
Value for money
Starting price
Functionality
Commission Management
4.8/5
Activity Tracking
4.7/5
Contact Management
4.6/5
Top Features
Access Controls/Permissions
N/A
Agency Commission
N/A
Alerts/Notifications
N/A
Financial Services Cloud
Cloud-based CRM software for financial services institutions
Value for money
Starting price
Functionality
Accounting
5/5
Activity Dashboard
5/5
Accounting
N/A
Top Features
Agency Commission
N/A
Audit Trail
N/A
Billing & Invoicing
N/A
Bitrix24
All in one business management workspace
Value for money
Starting price
Functionality
Activity Tracking
4.4/5
Access Controls/Permissions
4.2/5
Accounting
4/5
Top Features
Agency Commission
N/A
Alerts/Notifications
N/A
API
N/A
LeadSquared
Marketing automation and sales execution platform
Value for money
No pricing info
Starting price
Functionality
Alerts/Notifications
4.5/5
API
4.5/5
Activity Tracking
4.3/5
Top Features
Agency Commission
N/A
Audit Trail
N/A
Billing & Invoicing
N/A
Salesforce Sales Cloud
Cloud-based CRM and sales automation software
Value for money
Starting price
Functionality
AI/Machine Learning
4.9/5
Activity Tracking
4.6/5
Activity Dashboard
4.5/5
Top Features
Agency Commission
N/A
Audit Trail
N/A
Billing & Invoicing
N/A
GO-INSUR
Empower Your Insurance Growth with Agile Cloud Technology
Value for money
Starting price
Functionality
Accounting Integration
N/A
AI Copilot
N/A
Approval Process Control
N/A
Top Features
Agency Commission
N/A
Billing & Invoicing
N/A
Calendar Management
N/A
Value for money
Starting price
Functionality
Activity Dashboard
5/5
Appointment Scheduling
5/5
Auto-Dialer
5/5
Top Features
Agency Commission
N/A
Audit Trail
N/A
Billing & Invoicing
N/A
Value for money
Starting price
Functionality
Activity Tracking
5/5
API
5/5
Billing & Invoicing
4/5
Top Features
Agency Commission
N/A
Calendar Management
N/A
Campaign Management
N/A
Value for money
Starting price
Functionality
Accounting Integration
5/5
Activity Dashboard
5/5
Agile Methodologies
5/5
Top Features
Agency Commission
N/A
Alerts/Notifications
N/A
API
N/A
Value for money
Starting price
Functionality
Commission Management
1/5
Contact Management
1/5
Broker/Agent Portal
N/A
Top Features
Access Controls/Permissions
N/A
Activity Dashboard
N/A
Activity Tracking
N/A
Value for money
Starting price
Functionality
Calendar/Reminder System
N/A
Cancellation Tracking
N/A
Carrier Upload
N/A
Top Features
Access Controls/Permissions
N/A
Activity Tracking
N/A
Agency Commission
N/A
Value for money
No pricing info
Starting price
Functionality
Access Controls/Permissions
5/5
Audit Trail
4.5/5
Accounting Integration
N/A
Top Features
Activity Dashboard
N/A
Activity Tracking
N/A
Agency Commission
N/A
Value for money
No pricing info
Starting price
Functionality
Accounting Integration
N/A
Appointment Management
N/A
Approval Process Control
N/A
Top Features
Access Controls/Permissions
N/A
Agency Commission
N/A
Alerts/Notifications
N/A
Value for money
Starting price
Functionality
Claims Management
N/A
Commission Management
N/A
Contact Management
N/A
Top Features
Access Controls/Permissions
N/A
Activity Dashboard
N/A
Activity Tracking
N/A
Value for money
Starting price
Functionality
Case Management
N/A
Claims Management
N/A
Claims Settlement
N/A
Top Features
Activity Tracking
N/A
Agency Commission
N/A
API
N/A
Value for money
Starting price
Functionality
Accounting
N/A
Accounting Integration
N/A
Approval Process Control
N/A
Top Features
Access Controls/Permissions
N/A
Activity Tracking
N/A
Agency Commission
N/A