Agency Advantage 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Agency Advantage

4.9

(27)

Pricing

Starting at $99.00 per month

About Agency Advantage

Agency Advantage is an agency management software designed to help businesses streamline customer retention and boost sales, profit and renewals. Key features include document management, quotes/estimates, claims management, cancellation tracking and contact management.

Teams using Agency Advantage can create marketing campaigns to round their accounts, manage the operational and trust accounts with Quickbooks integration, send text messages to individual clients and generate comparative ratings by integrating the platform with various rating applications. Additionally, users can scan documents, photos and other items to the customers' folders, which can be saved for future reference.

Agency Advantage offers a complete diary system that allows agents to follow up on change requests, letters, notes and more. It is available on monthly subscriptions and support is extended via online inquiry form.

Agency Advantage Screenshots

Agency Advantage Pricing and Plans

Starting price: $99.00 per month

Free Trial

Free Version

Basic

$99.00

per month

No plan information available

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Agency Advantage 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 Agency Advantage
Billing & Invoicing
Cancellation Tracking
Claims Management
Claims Tracking
Client Management
Commission Management
Contact Database
Forms Management
Insurance Policy Management
Life & Health
Property & Casualty
Reinstatement Tracking
Reminders
Renewal Management
Status Tracking
Task Management

Agency Advantage User Reviews

Overall Rating

4.9

Ratings Breakdown

89%

11%

Secondary Ratings

Ease of Use

4.9

Value for money

5.0

Customer support

5.0

Functionality

4.8

dana s.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2022

affordable agency management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We previously had AMS, we outgrew the system and to replace it would have cost over $50,000. Too much for my agency to afford. AA does a great job, the customer service is wonderful, always fast to respond and assist with errors.

Cons:

I do not have any complaints about this softward

Reasons for switching to Agency Advantage

we outgrew their system and would have to replace it with their upgraded system, too expensive for us

Vendor Response

Dana, thank you so much for an amazing review! Welcome to the AA team!

Replied May 2022

Virginia R.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2021

Agency Advantage Is Great

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

In 2003 we were looking for an agency management system that did more than provide access to Acord forms, have a client note section and was not a small fortune. We met [SENSITIVE CONTENT] at an agent trade show and he introduced us to Agency Advantage. What [SENSITIVE CONTENT] showed me was a “true” agency management program that included complete client profiles, policy information, accounting, marketing and commission reconciliation without an upfront cost of $5,000 or $10,000! Over the years Agency Advantage has adapted and grown with industry changes making our agency’s life “easy” to maintain complete and accurate account files. With the announcement of Agency Advantage merging with Genesis Software I am looking forward to what innovations they will develop to make a great management system even better!

Cons:

I cannot think of a thing I don't like about the program.

Reasons for switching to Agency Advantage

Cost and ease of use.

Vendor Response

So glad you're loving the program! We appreciate the awesome review!

Replied October 2021

kiesha g.

Verified reviewer

Insurance

201-500 employees

Used daily for less than 2 years

Review source

Reviewed March 2022

somewhat great

great

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

like how you can text and email from software

Cons:

just the lagging of the system and when the internet going slow

Christina M.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2021

AA Consistency

Ability to have all needed insurance policy information for our clients in one place so we are better able to assist them more quickly when they or a Certificate Holder contacts us. Greatly appreciated of this software because it allows us to be more efficient in the work place.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

entering details specific to the policy type. automatic transfer of policy info to the accord applications. ability to select "follow up" & change CSR who to direct the "follow-up" to. enter "other charges" into the receipts to visually see what the "broker fee" exactly is when viewing CSR reconciliations.

Cons:

inability to unselect "Save as Attachment" when select "Email" in the Form Options. I'm aware this is resourceful if needed but we do not need it so I am always having to go to the Attachment tab to remove the attachments. the way the NAIC numbers appear on the PDF form; I'm always having to move them to the right of the "Insurer(s) Affording Coverage" column so they are in the NAIC # column.

Reasons for choosing Agency Advantage

because been with AA from beta testing

Allyssa S.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2022

A must use software

I've been using Agency Advantage for 9 years and can say with confidence that they strive to improve. Many helpful features have been added since I've been using it and keep improving as time goes by. I could not imagine using a different program for my needs as an agent.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Features such as texting and emailing clients that have been added are super helpful as well as having the ability to attach files allows an office to go paperless instead of having to keep track of thousands of paper files. The download integration is also super helpful to keep track of everything that's happening on a customer's account before even pulling a policy up.

Cons:

I cannot think of any specific cons in regard to the software and if we've ever had an issue their customer service has always been extremely helpful and will go the extra mile!

Vendor Response

Wow, thank you so much for the review Allyssa! Happy to have you apart of Agency Advantage team.

Replied May 2022

Tiffany B.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2022

Agency Advantage is the Best!

Overall our experience with Agency Advantage has been great! We've used the software for many years and we are very pleased with all the innovative features that help us daily in our business operations.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is user friendly and has several great features that can be customized for your business needs.

Cons:

I can't think of any cons with this software. Occasionally we may have a technical issue occur but that will happen with any software program over time. The Agency Advantage's support team is always friendly and quick to resolve any issues we have.

Vendor Response

Thank you for the 5 stars, Tiffany!

Replied March 2022

Melissa S.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2022

EASY TO USe

I AM VERY SATISFIED. I REALLY LOVE THE CUSTOMER SERVICE FOR WHEN SOMETHING IS WRONg

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I REALLY LIKE THAT YOU ARE ABLE TO USE THEIR GENERIC CHANGE REQUEST FORM TO DO ENDORSEMENTS. NO OTHER COMPANIES OUT THERE HAVE THIS VERY IMPORTANT FEATURe

Cons:

I LIKE EVERYTHING..THERE IS NOTHING I DON'T LIKe

Reasons for choosing Agency Advantage

IT OFFERS EVERYTHING I NEEd

Vendor Response

Wow, thank you for your kind review, Melissa! We're so happy you're here!

Replied May 2022

Cathy C.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2021

Excellent Management System

Overall, I am extremely satisfied with Agency Advantage.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really like that there are several options to find customers, not just by name. The payment system is very easy, but most importantly, the Reports. There are so many different options to run reports.

Cons:

Some features run a little slow, but it's in our favor since we can print anything directly to the management system. Also, some things get "removed" when we run the downloads.

Reasons for switching to Agency Advantage

We needed an upgrade

Vendor Response

Thanks for the review, Cathy. We're glad you are loving the reporting!

Replied November 2021

Lori S.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2022

Very Happy

I have worked on Agency Advantage since 2000. It makes my job much easier. I have been in the same industry for 35 years. Working without it just doesnt even compare. They are always updating to stay up with technology.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It does everything, keeps everything organied and is very user friendly.

Cons:

I can not imagine what it might be missing or what there would be not to like.

Reasons for choosing Agency Advantage

I worked on it while working previous place. So when I had to decide for myself and my business, there was not a questions.

Reagan G.