AGENCYMATE 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

AGENCYMATE

4.7

(3)

Pricing

Starting at $99.00 per month

About AGENCYMATE

AGENCYMATE is an agency management software solution designed for marketing, advertising, and PR agencies.

AGENCYMATE provides various features to help agencies manage the full customer lifecycle. It helps agencies automate lead nurturing workflows to accelerate the sales process. It enables administrators to manage all customer communications across multiple channels from a single platform.

AGENCYMATE is simple to deploy and comes with dedicated support. The software is hosted in the cloud and accessed via any web browser. Implementation services and customer success management help agencies start using the solution quickly. Ongoing support is available to ensure continued success and maximum value from the investment.

AGENCYMATE Screenshots

AGENCYMATE Pricing and Plans

Starting price: $99.00 per month

Free Trial

Free Version

Basic

$99.00

per user, per month

No plan information available

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AGENCYMATE Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of AGENCYMATE
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Calendar Management
Calendar/Reminder System
Client Management
Client Portal
Commission Calculations
Commission Management
Configurable Workflow
Contact Database
CRM
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
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
Real-Time Reporting
Reminders
Reporting & Statistics
Sales Activity Management
Sales Reports
Search/Filter
SSL Security
Status Tracking
Task Management
Third-Party Integrations
User Management

AGENCYMATE Integrations

Dropbox Sign

Pendo

Quicken

AGENCYMATE User Reviews

Overall Rating

4.7

Ratings Breakdown

67%

33%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

4.7

Functionality

4.7

Have you used AGENCYMATE and would like to share your experience with others?

Greg T.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 12 months

Reviewed November 2021

Agency management made life simple

My agents have actionable dashboards and this has resulted in better retention, sales and overall productivity in the agency.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The best thing Agencymate brought to the table was the ease of use. I have been in the business for 30 years and this is truly the best insurance software program I have seen.

Cons:

At this time I have not encountered a problem with the software, the support team has been fast at addressing any concerns.

Reasons for choosing AGENCYMATE

Agencymate had the only product that had everything built into one platform. The rest had outside vendors handling the Campaign management, the CRM, as well as other features. This caused issued in the past when Microsoft does updates. Plus the pricing was better than expected.

Reasons for switching to AGENCYMATE

Just after years of the system having issues that were in my opinion poorly communicated and handled I need to make a change. I did not know expect it to go as well as it has.

Dan M.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed July 2024

AgencyMate

AgencyMate is a really good management system. AgencyMate is very responsive and a pleasure to work with. The system is easy to use and has everything needed to run an insurance agency.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Windows based and VERY easy to navigate. It has everything needed to run your agency smoothly and effectively.

Cons:

We did not have any issues with AgencyMate.

Reasons for choosing AGENCYMATE

Window bases and easy of use and function

Vendor Response

Thanks for the great review Dan ... At AGENCYMATE we actively encourage feedback to seek and strive for continuous improvement throughout the platform and appreciate the ideas both you and Alex have provided so far.

Replied July 2024

Stephanie D.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 12 months

Reviewed November 2021

Easy to Navigate