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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.

Starting price

99per user /
per month

Alternatives

with better value for money

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 recommend1.00/10
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:

Contact management
Document management
Workflow management
Audit trail
Quotes/Estimates
Activity tracking

All AGENCYMATE features

Features rating:

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

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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:
Small Business, Mid-size Business, Large Enterprises, Freelancers

These products have better value for money


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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