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 ...

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1 Reviews of Agency Advantage

Overall rating

5 / 5 stars

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February 2017

Stacey from Foster & Witmer

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra



Value for money


Customer support




February 2017

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.