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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 ...
1 Reviews of Agency Advantage
5 / 5 stars
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Stacey from Foster & Witmer
Company Size: 2-10 employees
Time Used: More than 2 years
Review Source: Capterra
Value for money
Great management system
We have been using The Agency Advantage for over 20 years. This is excellent software, especially for the non-standard auto agent. The staff is helpful and friendly.
Responsive and friendly staff.
Geared for more personal lines than commercial.
Response from Advantage Information Systems
Replied February 2017
Our agency customers writing commercial lines find the system handles commercial well. All ACORD forms are available for completion, mailing or emailing to carriers, plus certificates and certificate holder management. Invoicing and AR management. Personal and commercial downloads.