--- title: "AgencySmart Software Reviews, Demo & Pricing - 2026" description: "Review of AgencySmart Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/insurance/agencysmart-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / AgencySmart 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 # AgencySmart Review From $49/month Free trial 1 plan Wondering if AgencySmart is right for your organization? Our CRM 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 ## Overview AgencySmart No reviews yet Pricing Starting at $49.00 per user per month ### About AgencySmart AgencySmart is an “all-in-one”, cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable. Do you work for AgencySmart? [Manage this product listing](https://www.g2.com/products/agencysmart/claim_requests/new?auto=true) Wondering if AgencySmart is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## AgencySmart User Interface ## Popular AgencySmart Alternatives Main Product AgencySmart No reviews yet Ratings Breakdown - Ease of use - Value for money - Customer support - Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [Salesforce Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) 4.8 [(6)](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/#reviews) Ratings Breakdown - 4.33Ease of use - 4.50Value for money - 4.75Customer support - 4.50Functionality Pricing Starting at $325.00 per month Get Price Alternative Product [AgentCubed](https://www.softwareadvice.com/insurance/agentcubed-profile/) 4.4 [(10)](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.80Value for money - 4.44Customer support - 4.50Functionality Pricing Available upon request Get Price Alternative Product [Better Agency](https://www.softwareadvice.com/crm/better-agency-profile/) 4.0 [(13)](https://www.softwareadvice.com/crm/better-agency-profile/#reviews) Ratings Breakdown - 4.0Ease of use - 4.17Value for money - 4.42Customer support - 3.92Functionality Pricing Starting at $299.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(1008)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.99Ease of use - 4.17Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18817)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price ## AgencySmart Pricing and Plans AgencySmart has one plan. Basic is $49.00/user/mo billed monthly. Free trial Basic $49.00 per user, 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. ### How does AgencySmart pricing compare to alternatives? AgencySmart's starting price is $49.00/user/month. Explore how its pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | AgencySmartNo reviews yet | $49.00 /user/mo | Available | Not available | N/A | | [Salesforce Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/)4.8[(6)](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/reviews/) | $325.00 /user/mo | Available | Not available | 4.5 | | [AgentCubed](https://www.softwareadvice.com/insurance/agentcubed-profile/)4.4[(10)](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/) | Pricing available upon request | Available | Not available | 4.8 | | [Better Agency](https://www.softwareadvice.com/crm/better-agency-profile/)4.0[(13)](https://www.softwareadvice.com/crm/better-agency-profile/reviews/) | $299.00 /feature/mo | Not available | Not available | 4.2 | | [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)4.2[(1,008)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) | $69.00 /mo | Available | Available | 4.2 | AgencySmartNo reviews yet * * * Starting price $49.00 /user/mo Free trial Available Free version Not available Value For Money N/A - [Salesforce Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/)4.8[(6)](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/reviews/) * * * Starting price $325.00 /user/mo Free trial Available Free version Not available Value For Money 4.5 - [AgentCubed](https://www.softwareadvice.com/insurance/agentcubed-profile/)4.4[(10)](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/) * * * Starting price Pricing available upon request Free trial Available Free version Not available Value For Money 4.8 - [Better Agency](https://www.softwareadvice.com/crm/better-agency-profile/)4.0[(13)](https://www.softwareadvice.com/crm/better-agency-profile/reviews/) * * * Starting price $299.00 /feature/mo Free trial Not available Free version Not available Value For Money 4.2 - [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)4.2[(1,008)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) * * * Starting price $69.00 /mo Free trial Available Free version Available Value For Money 4.2 ## AgencySmart Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of AgencySmart Access Controls/Permissions Accounting Accounting Integration Activity Dashboard Activity Tracking AI Copilot Alerts and Notifications Alerts/Notifications API Audit Trail Automation Claims Management Client Management Client Portal Cloud Commission Calculations Commission Management Commissions Configurable Workflow Contact Database Contact Management Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Customization Dashboard Document Management Document Storage Document Templates Electronic Signature Electronic Signatures Email Integration Email Marketing Forms Management Generative AI Insurance Rating Internationalization Invoice Management Invoicing & Receipts Lead Management Life & Health Mobile Access Monitoring Payment Payment Processing Pipeline Management Platform Search Policy Management Pre-built Connectors Property & Casualty Real-Time Reporting Referral Tracking Reminders Reporting Risk Assessment Sales Tools Search/Filter Self Service Portal SSL Security Status Tracking Third-Party Integrations User Management ## AgencySmart User Reviews No Reviews Yet Be the first to review AgencySmart ## Other Top Recommended CRM Software [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **59** times [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) **4.6** (81) Recently recommended **56** times [kintone](https://www.softwareadvice.com/project-management/kintone-profile/) **4.7** (154) Recently recommended **53** times [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (256) Recently recommended **52** times Stuck Between Options? Our experts can help you compare AgencySmart with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice