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

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

The ease of using the software. Technical support is amazing also.

Overall, I am extremely satisfied with Agency Advantage.

I like the way it helps us keep up with renewals and notes on each customer. The payment receipts is also very nice.

Just the lagging of the system and when the internet going slow.

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.

Reliable and easy to use. Great for reconciling commissions.

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.

Can't think of anything I don't like. Everything is always working and almost never.

They are the exemplify the best customer service I know.

I love everything about agency advantage. Its easy to use and so easy to learn.

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.

Very easy & user friendly. Excellent customer support.

Greatly appreciated of this software because it allows us to be more efficient in the work place.

EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

This is basically like hubspot but without the expensive price tag. You'll probably get everything you need and more.

Engagebay - an amazing all-in-one CRM you can ever think about.

Really easy yo use, perfect for tacking deals and clients.

The best part of the software that I liked personally is, the way it helps us in creating the landing pages effortlessly and efficiently.

Great ease of use for the creation of campaigns. The workflows allow automating manual activities that speed up your work.

One platform for marketing, sales and support for affordable price with excellent customer service.

Customer service was amazing and the platform was suprisingly so easy to use.

A pleasure to work with, really want to do anything thy can to help you out.

It’s hard to edit email Templates and landing pages.

Since I started using it recently so not very sure about dislikes. So far, I am enjoying it.

We had some special requirements for our custom CRM and the team was very helpful in getting new functions create for us and made sure we were taken care if we had any issues or concerns.

It is amazing to me how feature-rich the platform is at the cost.

Webinar features, landing pages does not support reusable headers and footers, no option to build own templates. Missing Social Software Analytics.

As this software is packed full with features, it can be quite confusing to use it for the first time, and to choose the correct tool that i need to running the project objective that i has planned.

More features and functionality than some of the 'big guys' for a fraction of the cost. It is easy to use and train clients on the system, so that is ALWAYS a huge plus for us.

Engagebay is well suited for our small business which is developing rapidly.

The suite of tools is good and the fact it is integrated with many tools in one was helpful. It did however have issues.

Easy of use, easy of implement, easy of integrate.

It made no sense that they rather lose a customer totally than provide a discount so that to me suggested bad business and support in the future.

It's automation and landing page feature are excellent.

I have tried this and am very happy. It is easy to integrate with apps.

Landing page templates are very limited at the moment.

I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy.

I love page builder of Engagebay. It loads super fast and in stable performance based on AWS + CDN Cloudfront.

The product is easy to use and the customer support is great.

The software is great and very much extendable with API and other customization.

Being an all-in-one CRM, it helps me club various activities at one place and engage with them seamlessly.

Very fewer options in templates where we can drag and drop.

Highly efficient and effective software. Great CRM to use for Marketing, Sales and Lead Generation.

Great, customer service fixes problems / questions right away in the chat.

Affordable with Great Features and Outstanding Customer Support.

You know you need Engagebay when you're trying to organise your contacts by tags and have so many you're going mad.

Most important features for my business are the intuitive click-and-create automations, which eliminate the need for a small sales management team.

Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate.

CRM system that takes care of all your needs and with the great support from the Engagebay Team. Fast, efficient, effective and easy to manage.

Software is overall nice some features are missing and some on the current ones are limited but overall its very easy to use and hope to see where the software goes to into the future.

US Dollar

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. 

LongDescription

Cancellation Tracking

Insurance Policy Management

Claims Tracking

Property & Casualty

For Auto Insurance

Contact Management

Billing & Invoicing

Renewal Management

Commission Management

Claims Management

Life & Health

Quotes/Estimates

Reinstatement Tracking

Document Management

Small initial License Fee plus on-going Monthly License Fee.

Self-Employed

2-10

11-50

51-200

Agency Advantage

Live Online

Webinars

Documentation

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relationships with customers and retain them for a lifetime.


Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more.


EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.



Support Ticket Management

Engagement Tracking

A/B Testing

Signature Management

Content Delivery

Cataloging/Categorization

Lead Notifications

Sales Analytics

Forecasting

Multi-Channel Marketing

Personalization

Social Marketing

Meeting Management

Internal Chat Integration

Email Monitoring

Real-time Scheduling

Mobile Alerts

Online Forms

Lead Engagement

Lead Capture

Performance Management

Document Storage

Mass Texting

Proposal Generation

Access Controls/Permissions

Activity Tracking

SEO Management

Leaderboards

Transfers/Routing

Data Synchronization

Customer Segmentation

Subscription Management

Progress Tracking

Drip Campaigns

Real-Time Monitoring

Customer Service Analytics

Responsive Web Design

Sales Pipeline Management

Referral Tracking

Workflow Configuration

Task Scheduling

Multi-Account Management

Real Time Editing

Marketing Calendar

Client Database

Group Scheduling

Confirmation/Reminders

Automatic Call Distribution

Calendar/Reminder System

Lead Distribution

Multiple Site Management

Site Search Tracking

Multi-Campaign

Pipeline Management

Communication Management

Customer Database

Call Recording

Offline Form

Audience Targeting

Calendar Management

Automated Publishing

Goal Management

Call Management

Customizable Fields

Automated Routing

Churn Management

Call Center Management

Call Disposition

Progressive Dialer

Template Management

ROI Tracking

Data Import/Export

Email Tracking

Email Campaign Management

Win/Loss Analysis

Campaign Planning

Call Routing

Customer Support

Lead Generation

Email Templates

Subscriber Management

Account Alerts

Lead Verification/Validation

Content Management

Visual Notifications

Form Builder

Lead Management

Conversion Rate Optimization

Email Marketing

Mobile Access

List Management

Proactive Chat

Sales Reports

Transcripts/Chat History

Call Scheduling

Performance Metrics

Routing

Basic: $14.99/user/ month (paid monthly) or $12.29/user/month (paid yearly) or $10.79/user/month (paid biennially)

Growth: $49.99/user/month (paid monthly) or $40.99/user/ month (paid yearly) or $35.99/user/month (paid biennially)

Pro: $79.99/user/month (paid monthly) or $65.59/user/ month (paid yearly) or $57.59/user/month (paid biennially)

Agency Advantage vs EngageBay CRM

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