Agentero 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Agentero

4.9

(8)

Pricing

Pricing available upon request

About Agentero

Agentero is a cloud-based solution that enables insurance agencies to interact with clients and manage insurance policies on a centralized platform. It provides mobile applications for Android and iOS devices, which helps professionals initiate insurance claims, access policy details and view agents' contact information, even from remote locations.

Agentero allows insurance agents to automate recurring tasks such as sending emails to clients or managing referrals and gain visibility into performance metrics on a custom dashboard. Clients can utilize the platform to access policy documents, request quotes, initiate referrals and contact agents according to individual requirements. Additionally, it lets professionals compare insurance offers with market trends using various algorithms.

Agentero facilitates integration with various third-party association management systems (AMS). The product is available on monthly subscriptions and support is extended via FAQs, phone, email and live chat.

Agentero Screenshots

Agentero Pricing and Plans

Starting price: $149.00

Free Trial

Free Version

Basic

$149.00

No plan information available

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Agentero 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 Agentero
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Claims Management
Client Management
Insurance Policy Management
Pipeline Management
Property & Casualty
Reminders

Agentero User Reviews

Overall Rating

4.9

Ratings Breakdown

88%

13%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.8

Functionality

4.5

Dante T.

Verified reviewer

Insurance

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed October 2020

Software Feedback

The customer service team and response is 5 stars when I have a problem or question the company responds very quickly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The feature that I like most is having a mobile application that is customizable to my agency and allows my clients to view and manage there insurance policies even if they are not with my agency. I am really liking the instant carrier integration that allows a user to create home insurance quotes on the fly.

Cons:

I would like the software to provide instant quotes for auto and renters as well as other supplemental lines of insurance,

Reasons for choosing Agentero

Customer mobile app

Vendor Response

Thank you so much for the review, Dante. We really appreciate your feedback! We are working hard to add more carrier integrations to our system so you can keep growing your agency.

Replied October 2020

Sara W.

Verified reviewer

Insurance

Self-Employed

Used daily for less than 2 years

Review source

Reviewed May 2021

The smartest decision in my career

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Most times using the carrier apps directly is difficult and confusing. As an agent I can do nothing to assist a client with fixing an issue with the app. That is frustrating. With Agentero we are in control, and my clients are more than happy to have direct contact with me at all times and I am able to assist with any issue they may have.

Cons:

Sometimes it is difficult getting in contact with support in a timely manner.

LeJuan W.

Verified reviewer

Insurance

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed September 2020

Really Good Customer Service

I like all insurance in one place but I am not sure how to add health insurance with the same features as my personal lines.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

All insurance in one place and we can make payments and claims in one place

Cons:

ID cards are dated and the health insurance doesn't seem compatible.

Reasons for choosing Agentero

Cost

Vendor Response

Thank you for the review LeJuan. We appreciate your feedback and are working hard to provide a better product with more features and functionality that help you grow your agency. Our Service team will reach out today to explain how to add health policies to your account, so you can have all insurance at one place. Thanks again for choosing Agentero, The Agentero Team

Replied September 2020

Jeff A.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed March 2021

AGENTERO REVIEW

Highly Recommend as a platform to keep in front of your customers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The integration with our existing clients and the ease of deployment.

Cons:

The platform is always being upgraded, so anything we arent super happy about - generally gets enhanced.

Reasons for choosing Agentero

The story behind the company and the exciting growth path.

Nicholas R.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2019

You won't regret it

The cross sell opportunity feature has paid for itself, and has helped us to get ahead of renewals that are less than optimal for the client (increasing retention).

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We started looking at Agentero for the app (which is great) but have been just as impressed with the other features. The cross sell opportunity feature has paid for itself, and has helped us to get ahead of renewals that are less than optimal for the client (increasing retention). Overall excellent and they keep adding new features.

Cons:

The email system. Its not as customizable as we need it to be as of yet.

Reasons for choosing Agentero

ease of use and price

Vendor Response

Thank you so much for the amazing review Nicholas! We really appreciate it. It's a pleasure having you as a client!

Replied November 2019

Jennifer O.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 6 months

Review source

Reviewed July 2020

Great resource for our agency

We have not had the program long, but are hoping to really see more rounding of accounts and better retention because of their tool.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love how easy it is to use and to teach our producers to use. It makes it very easy to upsell to our clients and gives us information we would not have otherwise.

Cons:

We found a few glitches but the customer service team was on it - and has written code to make it do some of the things we wanted it to do. They have been great!

Vendor Response

Jennifer, Thank you for the thoughtful review. We love working with you and your team at Caleb insurance, and provide value to your agency. We appreciate your feedback and are working hard to provide a better product and customer experience. The Agentero Team

Replied August 2020

Luke S.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed March 2021

It was great working with [SENSITIVE CONTENT HIDDEN]!

[SENSITIVE CONTENT HIDDEN] was very friendly and very easy to work with. He knows the product in and out. He was able to answer all of our questions and show us exactly how we should be using this in our agency. I would recommend him and Agentero to other insurance professionals.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This product is very easy to use and is very helpful cross selling clients. The clients absolutely love the app and how easy it is to use!

Cons:

There isn't really anything that I have found that I dislike about this product.

Vendor Response

Thank you for this fantastic review, Luke! We love having you as a customer and helping to serve your clients.

Replied March 2021