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 ...


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Supported Operating System(s):

Web browser (OS agnostic)

3 Reviews of Agentero

Overall rating

4.67 / 5 stars

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November 2019

Nicholas from Red Beard Insurance Group

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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).

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

Response from Agentero

Replied November 2019

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

July 2020

Jennifer from Caleb Insurance Group

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

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!

Response from Agentero

Replied August 2020

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

September 2020

LeJuan from Insurance Pros of Central Arkansas LLC

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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.

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

Response from Agentero

Replied September 2020

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