# AGENCYMATE Software Reviews, Demo & Pricing - 2026 > Review of AGENCYMATE Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/cpq/agencymate-profile --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / AGENCYMATE Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # AGENCYMATE 2026: Benefits, Features & Pricing Wondering if AGENCYMATE is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview AGENCYMATE 4.7 [(3)](https://www.softwareadvice.com/cpq/agencymate-profile/#reviews) 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. Wondering if AGENCYMATE is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. ## AGENCYMATE User Interface ## Popular AGENCYMATE Alternatives Main Product AGENCYMATE 4.7 [(3)](https://www.softwareadvice.com/cpq/agencymate-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 4.67Customer support - 4.67Functionality Pricing Starting at $99.00 per month Get Price Alternative Product [Vanillasoft](https://www.softwareadvice.com/crm/vanilla-soft-profile/) 4.6 [(233)](https://www.softwareadvice.com/crm/vanilla-soft-profile/reviews/) Ratings Breakdown - 4.63Ease of use - 4.49Value for money - 4.55Customer support - 4.41Functionality Pricing Available upon request Get Price Alternative Product [Ricochet360](https://www.softwareadvice.com/voip/ricochet360-profile/) 4.8 [(82)](https://www.softwareadvice.com/voip/ricochet360-profile/reviews/) Ratings Breakdown - 4.70Ease of use - 4.75Value for money - 4.82Customer support - 4.69Functionality Pricing Starting at $24.00 per month Get Price Alternative Product [NextAgency](https://www.softwareadvice.com/commission/nextagency-profile/) 4.9 [(41)](https://www.softwareadvice.com/commission/nextagency-profile/#reviews) Ratings Breakdown - 4.78Ease of use - 4.94Value for money - 4.90Customer support - 4.71Functionality Pricing Starting at $85.00 per month Get Price Alternative Product [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) 4.8 [(653)](https://www.softwareadvice.com/crm/less-annoying-crm-profile/reviews/) Ratings Breakdown - 4.88Ease of use - 4.91Value for money - 4.91Customer support - 4.52Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price ## 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 Confused about pricing? 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Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Pendo Integration rated undefined from -1 review Quicken Integration rated undefined from -1 review ## AGENCYMATE User Reviews Overall Rating 4.7 Ratings Breakdown 5 67% 4 33% 3 0% 2 0% 1 0% 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? GT Greg T. Verified reviewer Insurance 11-50 employees Used daily for less than 12 months Reviewed November 2021 Agency management made life simple 5 My agents have actionable dashboards and this has resulted in better retention, sales and overall productivity in the agency. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More DM Dan M. Verified reviewer Insurance 2-10 employees Used daily for less than 12 months Review source Reviewed July 2024 AgencyMate 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More SD Stephanie D. Verified reviewer Insurance 11-50 employees Used daily for less than 12 months Reviewed November 2021 Easy to Navigate 4 My overall experience was great! The Cote support staff were able to customize the product to our agencies needs and resolve issues quickly. Ratings Breakdown 5 Ease of use 4 Customer support 4 Functionality Pros: Ease of use, functionality, dashboard, system reports and the ability to track leads. Cons: Commission statements are not yet fully functional. Read More Showing 1 - 3 of 3 Reviews ## Other Top Recommended Insurance Software [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (74) Recently recommended **6** times [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (284) Recently recommended **4** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (141) Recently recommended **4** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **4** times Stuck Between Options? Our experts can help you compare AGENCYMATE with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice