# AgencySmart Software Reviews, Demo & Pricing - 2026 > Review of AgencySmart Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/agencysmart-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / AgencySmart 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 # AgencySmart 2026: Benefits, Features & Pricing Wondering if AgencySmart is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview AgencySmart No reviews yet Pricing Starting at $49.00 per month ### About AgencySmart AgencySmart is an “all-in-one”, cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable. Wondering if AgencySmart is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## AgencySmart User Interface ## Popular AgencySmart Alternatives Main Product AgencySmart No reviews yet Ratings Breakdown - Ease of use - Value for money - Customer support - Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [AgentCubed](https://www.softwareadvice.com/insurance/agentcubed-profile/) 4.4 [(10)](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.80Value for money - 4.44Customer support - 4.50Functionality Pricing Available upon request Get Price Alternative Product [Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) 4.8 [(5)](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/#reviews) Ratings Breakdown - 4.20Ease of use - 4.50Value for money - 4.75Customer support - 4.40Functionality Pricing Starting at $325.00 per month Get Price Alternative Product [Better Agency](https://www.softwareadvice.com/crm/better-agency-profile/) 4.0 [(13)](https://www.softwareadvice.com/crm/better-agency-profile/#reviews) Ratings Breakdown - 4.0Ease of use - 4.17Value for money - 4.42Customer support - 3.92Functionality Pricing Starting at $299.00 per month Get Price Alternative Product [Surefyre](https://www.softwareadvice.com/crm/surefyre-profile/) 4.6 [(17)](https://www.softwareadvice.com/crm/surefyre-profile/reviews/) Ratings Breakdown - 4.59Ease of use - 4.77Value for money - 4.73Customer support - 4.59Functionality Pricing Starting at $2000.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(993)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.16Value for money - 3.96Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price ## AgencySmart Pricing and Plans Starting price: $49.00 per month Free Trial Free Version Basic $49.00 per user, per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## AgencySmart Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of AgencySmart Access Controls/Permissions Activity Dashboard Activity Tracking Agency Commission Alerts/Notifications API Audit Trail Billing & Invoicing Campaign Management Cancellation Tracking Claims Management Claims Tracking Client Management Client Portal Commission Calculations Commission Calculator Commission Management Commission Overrides Commission Rules/Conditions Commission Scheduling Commission Statements Compensation Management Compliance Management Configurable Workflow Contact Database Contact Management Customer Accounts Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Data Import/Export Dispute Management Document Management Document Storage Document Templates Drag & Drop Email Marketing Email Templates Flat Commissions Forecasting Forms Management Insurance Policy Management Insurance Policy Processing Interaction Tracking Invoice Management Lead Management Life & Health Marketing Automation Mobile Access Monitoring Percentage Commissions Pipeline Management Policy Issuance Policy Management Rating Engine Real-Time Reporting Real-Time Updates Referral Tracking Reminders Renewal Management Reporting & Statistics Sales Reports Search/Filter Sliding Scale Commissions Split Commissions Status Tracking Tiered Commissions User Management ## AgencySmart User Reviews No Reviews Yet Be the first to review AgencySmart ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (251) Recently recommended **122** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **120** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **79** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **67** times Stuck Between Options? Our experts can help you compare AgencySmart with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice