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AGENCYMATE Logo

Agency management solution for insurance agencies

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AGENCYMATE - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

AGENCYMATE overview

What is AGENCYMATE?

AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

AGENCYMATE enables insurance agencies to access conversations across team members and streamline quote correspondence including inbuilt digital signatures. The platform offers policy reminders and alerts, email marketing capabilities, real-time reporting, and sales/services alerts.

Key benefits of using AGENCYMATE

• Automated lead capture
• Daily action list for each agent
• Two-way communication in real-time.
• Agency performance reporting at agent and agency level
• Audit trail to analyze agency productivity and complete record of truth across customer interactions history.
• Ability to work remotely

Starting price

99per user /
per month

Alternatives

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AGENCYMATE’s user interface

Ease of use rating:

AGENCYMATE reviews

Overall rating

4.7

/5

3

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.33/10
Rating distribution

5

4

3

2

1

2

1

0

0

0

AGENCYMATE's key features

Most critical features, based on insights from AGENCYMATE users:

Insurance policy management
Commission management
Contact management
Audit trail
Task management
Activity dashboard

All AGENCYMATE features

Features rating:

Workflow management
Activity tracking
Lead capture
Document management
Lead management
Quotes/Estimates
Access controls/permissions
Email templates
Forms management
Life & health
Monitoring
Pipeline management
Property & casualty
Real-Time reporting
Reminders
Reporting & statistics
Sales activity management
Sales reports
Search/Filter
SSL security
Status tracking
Third-Party integrations
User management
Accounting integration
Alerts/Notifications
API
Calendar management
Calendar/Reminder system
Client management
Client portal
Commission calculations
Configurable workflow
Contact database
CRM
Customizable branding
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Document storage
Document templates
Email management
Email marketing

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AGENCYMATE pricing

Value for money rating:

Starting from

99

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about AGENCYMATE price and value

Value for money rating:

AGENCYMATE integrations (3)

AGENCYMATE support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
FAQs/Forum
Email/Help Desk
Knowledge Base
Phone Support

Training options

Live Online
Documentation
Videos
Webinars
In Person

AGENCYMATE FAQs

Q. Who are the typical users of AGENCYMATE?

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

These products have better value for money


Q. What languages does AGENCYMATE support?

AGENCYMATE supports the following languages:
English


Q. Does AGENCYMATE offer an API?

Yes, AGENCYMATE has an API available for use.


Q. What level of support does AGENCYMATE offer?

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

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