# Agency Advantage Software Reviews, Demo & Pricing - 2026 > Review of Agency Advantage Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/insurance/agency-advantage-profile --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / Agency Advantage 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 [Reviews](https://www.softwareadvice.com/insurance/agency-advantage-profile/reviews/) # Agency Advantage 2026: Benefits, Features & Pricing Wondering if Agency Advantage 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 - User Reviews - Popular Comparisons ## Overview Agency Advantage 4.9 [(27)](https://www.softwareadvice.com/insurance/agency-advantage-profile/reviews/) 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. Wondering if Agency Advantage is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. ## Agency Advantage User Interface ## Popular Agency Advantage Alternatives Main Product Agency Advantage 4.9 [(27)](https://www.softwareadvice.com/insurance/agency-advantage-profile/reviews/) Ratings Breakdown - 4.89Ease of use - 4.96Value for money - 5.0Customer support - 4.78Functionality Pricing Starting at $99.00 per month Get Price Alternative Product [ePayPolicy](https://www.softwareadvice.com/insurance/epaypolicy-profile/) 4.9 [(258)](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/) Ratings Breakdown - 4.90Ease of use - 4.77Value for money - 4.83Customer support - 4.77Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) 4.7 [(283)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.74Value for money - 4.88Customer support - 4.62Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) 4.2 [(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Ratings Breakdown - 3.84Ease of use - 3.73Value for money - 4.20Customer support - 4.06Functionality Pricing Starting at $1000.00 one time Get Price Alternative Product [pVerify](https://www.softwareadvice.com/saas-management/pverify-profile/) 4.3 [(41)](https://www.softwareadvice.com/saas-management/pverify-profile/reviews/) Ratings Breakdown - 4.34Ease of use - 4.03Value for money - 4.42Customer support - 4.34Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) 3.7 [(74)](https://www.softwareadvice.com/insurance/ezlynx-profile/reviews/) Ratings Breakdown - 3.66Ease of use - 3.37Value for money - 3.31Customer support - 3.35Functionality Pricing Available upon request Get Price ## Agency Advantage Pricing and Plans Starting price: $99.00 per month Free Trial Free Version Basic $99.00 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. ## 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 Customizable Reports 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 5 89% 4 11% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.9 Value for money 5.0 Customer support 5.0 Functionality 4.8 ds dana s. Verified reviewer Insurance 11-50 employees Used daily for more than 2 years Review source Reviewed May 2022 affordable agency management 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More VR Virginia R. Verified reviewer Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed October 2021 Agency Advantage Is Great 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More kg kiesha g. Verified reviewer Insurance 201-500 employees Used daily for less than 2 years Review source Reviewed March 2022 somewhat great 5 great Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: like how you can text and email from software Cons: just the lagging of the system and when the internet going slow Read More CM Christina M. Verified reviewer Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed December 2021 AA Consistency 4 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 5 Ease of use 5 Value for money 5 Customer support 4 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 Read More AS Allyssa S. Verified reviewer Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed May 2022 A must use software 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More TB 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! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More MS Melissa S. Verified reviewer Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed May 2022 EASY TO USe 5 I AM VERY SATISFIED. I REALLY LOVE THE CUSTOMER SERVICE FOR WHEN SOMETHING IS WRONg Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More CC Cathy C. Verified reviewer Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed November 2021 Excellent Management System 5 Overall, I am extremely satisfied with Agency Advantage. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 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 Read More LS Lori S. Verified reviewer Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed April 2022 Very Happy 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More RG Reagan G. Verified reviewer Insurance 11-50 employees Used daily for more than 2 years Review source Reviewed January 2022 Wonderful Application 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Easy to roll out and train users on. All of the information in one place and in real time. Cons: I did not like when we housed the software on site, but that has changed over the last year in going remote Vendor Response Thank you for the 5 stars, Reagan! Replied January 2022 Read More Showing 1 - 10 of 27 Reviews [See All Reviews](https://www.softwareadvice.com/insurance/agency-advantage-profile/reviews/) ## Agency Advantage Popular Comparisons [ePayPolicy vs Agency Advantage](https://www.softwareadvice.com/insurance/agency-advantage-profile/vs/epaypolicy/)[Jenesis Software vs Agency Advantage](https://www.softwareadvice.com/insurance/agency-advantage-profile/vs/jenesis-agency-management/)[Applied Epic vs Agency Advantage](https://www.softwareadvice.com/insurance/agency-advantage-profile/vs/applied-epic/) ## Other Top Recommended Insurance Software [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (74) Recently recommended **8** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (141) Recently recommended **6** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **6** times [Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) **4.8** (5) Recently recommended **6** times Stuck Between Options? 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